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Valeo Financial Advisors, LLC: VPU position timeline

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

Valeo Financial Advisors, LLC held 4,270 VPU 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 4,270 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $730,158.

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

  2. period ended2026-06-30
    13F 4,568 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $894,169.

    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 4,567 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $904,905.

    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 4,447 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $822,873.

    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 4,437 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $840,412.

    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 4,437 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $783,175.

    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).