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Valeo Financial Advisors, LLC: WSM position timeline

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

Valeo Financial Advisors, LLC held 1,636 WSM 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 1,636 shares
    Change vs previous 13F +105 shares

    0.01% of the 13F portfolio, value $373,059.

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

  2. period ended2026-06-30
    13F 1,531 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $357,290.

    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 1,429 shares
    Change vs previous 13F +72 shares

    0.01% of the 13F portfolio, value $260,097.

    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 1,357 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $242,371.

    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 1,296 shares
    Change vs previous 13F +1,296 shares

    0.01% of the 13F portfolio, value $253,330.

    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 0 shares
    Change vs previous 13F -1,447 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 1,447 shares
    Change vs previous 13F +116 shares

    0.01% of the 13F portfolio, value $228,801.

    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 1,331 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,431.

    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).