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Valeo Financial Advisors, LLC: VTEI position timeline

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

Valeo Financial Advisors, LLC held 24,459 VTEI 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 24,459 shares
    Change vs previous 13F +10,395 shares

    0.05% of the 13F portfolio, value $2,332,052.

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

  2. period ended2026-06-30
    13F 14,064 shares
    Change vs previous 13F -684 shares

    0.03% of the 13F portfolio, value $1,420,014.

    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 14,748 shares
    Change vs previous 13F +1,212 shares

    0.04% of the 13F portfolio, value $1,473,913.

    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 13,536 shares
    Change vs previous 13F +2,470 shares

    0.03% of the 13F portfolio, value $1,364,845.

    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 11,066 shares
    Change vs previous 13F -3,342 shares

    0.03% of the 13F portfolio, value $1,110,219.

    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 14,408 shares
    Change vs previous 13F -17,583 shares

    0.03% of the 13F portfolio, value $1,420,043.

    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 31,991 shares
    Change vs previous 13F +28,871 shares

    0.09% of the 13F portfolio, value $3,161,334.

    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 3,120 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $310,146.

    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).