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Valeo Financial Advisors, LLC: BA position timeline

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

Valeo Financial Advisors, LLC held 25,976 BA 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 25,976 shares
    Change vs previous 13F -2,852 shares

    0.1% of the 13F portfolio, value $4,832,750.

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

  2. period ended2026-06-30
    13F 28,828 shares
    Change vs previous 13F +862 shares

    0.13% of the 13F portfolio, value $6,240,426.

    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 27,966 shares
    Change vs previous 13F -1,457 shares

    0.13% of the 13F portfolio, value $5,566,023.

    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 29,423 shares
    Change vs previous 13F +545 shares

    0.14% of the 13F portfolio, value $6,388,294.

    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 28,878 shares
    Change vs previous 13F +2,200 shares

    0.14% of the 13F portfolio, value $6,232,666.

    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 26,678 shares
    Change vs previous 13F -26,943 shares

    0.14% of the 13F portfolio, value $5,589,929.

    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 53,621 shares
    Change vs previous 13F -2,113 shares

    0.12% of the 13F portfolio, value $4,240,450.

    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 55,734 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,773,669.

    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).