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Valeo Financial Advisors, LLC: VVR position timeline

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

Valeo Financial Advisors, LLC held 56,383 VVR 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 56,383 shares
    Change vs previous 13F +631 shares

    <0.01% of the 13F portfolio, value $162,947.

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

  2. period ended2026-06-30
    13F 55,752 shares
    Change vs previous 13F +671 shares

    <0.01% of the 13F portfolio, value $167,256.

    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 55,081 shares
    Change vs previous 13F +4,434 shares

    <0.01% of the 13F portfolio, value $177,361.

    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 50,647 shares
    Change vs previous 13F +8,183 shares

    <0.01% of the 13F portfolio, value $165,615.

    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 42,464 shares
    Change vs previous 13F +13,583 shares

    <0.01% of the 13F portfolio, value $146,925.

    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 28,881 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $109,748.

    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).