Skip to content
Disclosery

Valeo Financial Advisors, LLC: BE position timeline

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

Valeo Financial Advisors, LLC held 7,874 BE 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 7,874 shares
    Change vs previous 13F +2,683 shares

    0.05% of the 13F portfolio, value $2,180,865.

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

  2. period ended2026-06-30
    13F 5,191 shares
    Change vs previous 13F -2,960 shares

    0.03% of the 13F portfolio, value $1,571,202.

    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 8,151 shares
    Change vs previous 13F +374 shares

    0.03% of the 13F portfolio, value $1,104,348.

    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 7,777 shares
    Change vs previous 13F +6,689 shares

    0.02% of the 13F portfolio, value $675,744.

    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 1,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $92,012.

    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).