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Valeo Financial Advisors, LLC: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on VOO, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 123,253 VOO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 123,253 shares
    Change vs previous 13F +1,553 shares

    1.82% of the 13F portfolio, value $86,383,348.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 121,700 shares
    Change vs previous 13F +6,307 shares

    1.76% of the 13F portfolio, value $83,584,440.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 115,393 shares
    Change vs previous 13F +8,770 shares

    1.65% of the 13F portfolio, value $68,953,201.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 106,623 shares
    Change vs previous 13F -3,127 shares

    1.49% of the 13F portfolio, value $66,866,725.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 109,750 shares
    Change vs previous 13F +13,875 shares

    1.53% of the 13F portfolio, value $67,208,807.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 95,875 shares
    Change vs previous 13F -806 shares

    1.33% of the 13F portfolio, value $54,141,210.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 96,681 shares
    Change vs previous 13F +31,025 shares

    1.39% of the 13F portfolio, value $49,684,951.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 65,656 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $35,375,841.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).