Valeo Financial Advisors, LLC: BN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on BN, newest first. How the timeline and the estimate are built.
Valeo Financial Advisors, LLC held 10,035 BN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 10,035 sharesChange vs previous 13F +3,842 shares
0.01% of the 13F portfolio, value $365,877.
13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 6,193 sharesChange vs previous 13F +103 shares
0.01% of the 13F portfolio, value $263,760.
13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,090 sharesChange vs previous 13F -114 shares
0.01% of the 13F portfolio, value $246,462.
13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,204 sharesChange vs previous 13F +1,886 shares
0.01% of the 13F portfolio, value $284,716.
13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,318 sharesChange vs previous 13F -655 shares
0.01% of the 13F portfolio, value $296,135.
13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 4,973 sharesChange vs previous 13F +848 shares
0.01% of the 13F portfolio, value $307,572.
13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,125 sharesChange vs previous 13F +87 shares
0.01% of the 13F portfolio, value $216,183.
13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,038 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $231,984.
13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).