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Valeo Financial Advisors, LLC: VTV position timeline

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

Valeo Financial Advisors, LLC held 47,025 VTV 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 47,025 shares
    Change vs previous 13F -549 shares

    0.17% of the 13F portfolio, value $7,981,536.

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

  2. period ended2026-06-30
    13F 47,574 shares
    Change vs previous 13F -416 shares

    0.17% of the 13F portfolio, value $8,169,482.

    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 47,990 shares
    Change vs previous 13F +3,130 shares

    0.18% of the 13F portfolio, value $7,437,414.

    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 44,860 shares
    Change vs previous 13F +680 shares

    0.16% of the 13F portfolio, value $7,340,578.

    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 44,180 shares
    Change vs previous 13F +203 shares

    0.16% of the 13F portfolio, value $7,041,103.

    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 43,977 shares
    Change vs previous 13F +4,729 shares

    0.16% of the 13F portfolio, value $6,637,430.

    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 39,248 shares
    Change vs previous 13F +744 shares

    0.19% of the 13F portfolio, value $6,779,671.

    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 38,504 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,518,764.

    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).