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Valeo Financial Advisors, LLC: VRTX position timeline

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

Valeo Financial Advisors, LLC held 3,732 VRTX 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 3,732 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $1,951,059.

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

  2. period ended2026-06-30
    13F 3,787 shares
    Change vs previous 13F +287 shares

    0.04% of the 13F portfolio, value $1,881,065.

    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 3,500 shares
    Change vs previous 13F -1,182 shares

    0.04% of the 13F portfolio, value $1,562,895.

    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 4,682 shares
    Change vs previous 13F -74 shares

    0.05% of the 13F portfolio, value $2,122,637.

    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 4,756 shares
    Change vs previous 13F +185 shares

    0.04% of the 13F portfolio, value $1,862,645.

    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 4,571 shares
    Change vs previous 13F -167 shares

    0.05% of the 13F portfolio, value $2,035,147.

    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 4,738 shares
    Change vs previous 13F -1,435 shares

    0.06% of the 13F portfolio, value $2,297,227.

    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 6,173 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,485,802.

    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).