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Valeo Financial Advisors, LLC: BCS position timeline

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

Valeo Financial Advisors, LLC held 16,475 BCS 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 16,475 shares
    Change vs previous 13F +1,324 shares

    0.01% of the 13F portfolio, value $399,860.

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

  2. period ended2026-06-30
    13F 15,151 shares
    Change vs previous 13F +3,049 shares

    0.01% of the 13F portfolio, value $406,952.

    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 12,102 shares
    Change vs previous 13F -15,097 shares

    0.01% of the 13F portfolio, value $256,081.

    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 27,199 shares
    Change vs previous 13F +3,009 shares

    0.02% of the 13F portfolio, value $692,218.

    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 24,190 shares
    Change vs previous 13F +1,545 shares

    0.01% of the 13F portfolio, value $500,010.

    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 22,645 shares
    Change vs previous 13F +1,415 shares

    0.01% of the 13F portfolio, value $420,971.

    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 21,230 shares
    Change vs previous 13F +2,724 shares

    0.01% of the 13F portfolio, value $326,093.

    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 18,506 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $245,945.

    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).