Skip to content
Disclosery

Valeo Financial Advisors, LLC: WMS position timeline

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

Valeo Financial Advisors, LLC held 3,834 WMS 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 3,834 shares
    Change vs previous 13F +1,162 shares

    0.01% of the 13F portfolio, value $485,865.

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

  2. period ended2026-06-30
    13F 2,672 shares
    Change vs previous 13F +998 shares

    0.01% of the 13F portfolio, value $419,381.

    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 1,674 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $229,533.

    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 1,825 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $264,291.

    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 2,265 shares
    Change vs previous 13F -3,046 shares

    0.01% of the 13F portfolio, value $314,133.

    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 5,311 shares
    Change vs previous 13F +3,064 shares

    0.02% of the 13F portfolio, value $610,003.

    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 2,247 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $244,181.

    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 2,304 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $266,342.

    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).