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Valeo Financial Advisors, LLC: VYM position timeline

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

Valeo Financial Advisors, LLC held 9,020 VYM 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 9,020 shares
    Change vs previous 13F +164 shares

    0.03% of the 13F portfolio, value $1,399,973.

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

  2. period ended2026-06-30
    13F 8,856 shares
    Change vs previous 13F +538 shares

    0.03% of the 13F portfolio, value $1,399,506.

    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 8,318 shares
    Change vs previous 13F +1,170 shares

    0.03% of the 13F portfolio, value $1,231,882.

    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 7,148 shares
    Change vs previous 13F -2,637 shares

    0.02% of the 13F portfolio, value $1,025,831.

    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 9,785 shares
    Change vs previous 13F -540 shares

    0.03% of the 13F portfolio, value $1,379,193.

    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 10,325 shares
    Change vs previous 13F -742 shares

    0.03% of the 13F portfolio, value $1,376,458.

    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 11,067 shares
    Change vs previous 13F +420 shares

    0.04% of the 13F portfolio, value $1,427,231.

    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 10,647 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,358,449.

    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).