Skip to content
Disclosery

Valeo Financial Advisors, LLC: WMT position timeline

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

Valeo Financial Advisors, LLC held 111,921 WMT 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 111,921 shares
    Change vs previous 13F +1,356 shares

    0.25% of the 13F portfolio, value $11,631,549.

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

  2. period ended2026-06-30
    13F 110,565 shares
    Change vs previous 13F -518 shares

    0.26% of the 13F portfolio, value $12,523,010.

    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 111,083 shares
    Change vs previous 13F -34,365 shares

    0.33% of the 13F portfolio, value $13,805,212.

    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 145,448 shares
    Change vs previous 13F -1,338 shares

    0.36% of the 13F portfolio, value $16,204,320.

    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 146,786 shares
    Change vs previous 13F -1,344 shares

    0.35% of the 13F portfolio, value $15,127,801.

    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 148,130 shares
    Change vs previous 13F +4,979 shares

    0.36% of the 13F portfolio, value $14,503,839.

    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 143,151 shares
    Change vs previous 13F -1,143 shares

    0.35% of the 13F portfolio, value $12,567,227.

    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 144,294 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $13,036,941.

    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).