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Valeo Financial Advisors, LLC: VWO position timeline

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

Valeo Financial Advisors, LLC held 601,589 VWO 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 601,589 shares
    Change vs previous 13F -25,934 shares

    0.75% of the 13F portfolio, value $35,680,263.

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

  2. period ended2026-06-30
    13F 627,523 shares
    Change vs previous 13F -16,898 shares

    0.79% of the 13F portfolio, value $37,456,876.

    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 644,421 shares
    Change vs previous 13F -6,928 shares

    0.83% of the 13F portfolio, value $34,830,929.

    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 651,349 shares
    Change vs previous 13F -9,438 shares

    0.78% of the 13F portfolio, value $35,016,529.

    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 660,787 shares
    Change vs previous 13F -4,449 shares

    0.82% of the 13F portfolio, value $35,801,464.

    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 665,236 shares
    Change vs previous 13F +13,548 shares

    0.81% of the 13F portfolio, value $32,902,566.

    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 651,688 shares
    Change vs previous 13F -32,706 shares

    0.82% of the 13F portfolio, value $29,495,404.

    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 684,394 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $30,140,699.

    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).