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Valeo Financial Advisors, LLC: BKR position timeline

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

Valeo Financial Advisors, LLC held 7,062 BKR 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 7,062 shares
    Change vs previous 13F +387 shares

    0.01% of the 13F portfolio, value $387,684.

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

  2. period ended2026-06-30
    13F 6,675 shares
    Change vs previous 13F +1,069 shares

    0.01% of the 13F portfolio, value $370,442.

    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 5,606 shares
    Change vs previous 13F -4,853 shares

    0.01% of the 13F portfolio, value $342,224.

    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 10,459 shares
    Change vs previous 13F +1,280 shares

    0.01% of the 13F portfolio, value $476,303.

    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 9,179 shares
    Change vs previous 13F +1,288 shares

    0.01% of the 13F portfolio, value $447,201.

    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 7,891 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $302,541.

    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).