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Valeo Financial Advisors, LLC: VTEB position timeline

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

Valeo Financial Advisors, LLC held 76,444 VTEB 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 76,444 shares
    Change vs previous 13F +4,646 shares

    0.08% of the 13F portfolio, value $3,620,404.

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

  2. period ended2026-06-30
    13F 71,798 shares
    Change vs previous 13F -4,646 shares

    0.08% of the 13F portfolio, value $3,631,539.

    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 76,444 shares
    Change vs previous 13F +5,083 shares

    0.09% of the 13F portfolio, value $3,813,808.

    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 71,361 shares
    Change vs previous 13F +30,068 shares

    0.08% of the 13F portfolio, value $3,588,768.

    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 41,293 shares
    Change vs previous 13F -39,244 shares

    0.05% of the 13F portfolio, value $2,067,557.

    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 80,537 shares
    Change vs previous 13F -85,699 shares

    0.1% of the 13F portfolio, value $3,948,742.

    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 166,236 shares
    Change vs previous 13F -8,046 shares

    0.23% of the 13F portfolio, value $8,248,633.

    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 174,282 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,736,752.

    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).