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Valeo Financial Advisors, LLC: BND position timeline

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

Valeo Financial Advisors, LLC held 128,827 BND 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 128,827 shares
    Change vs previous 13F -14,494 shares

    0.13% of the 13F portfolio, value $6,055,880.

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

  2. period ended2026-06-30
    13F 143,321 shares
    Change vs previous 13F -3,569 shares

    0.16% of the 13F portfolio, value $7,399,331.

    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 146,890 shares
    Change vs previous 13F +11,467 shares

    0.18% of the 13F portfolio, value $7,685,169.

    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 135,423 shares
    Change vs previous 13F -9,478 shares

    0.17% of the 13F portfolio, value $7,631,026.

    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 144,901 shares
    Change vs previous 13F +16,391 shares

    0.19% of the 13F portfolio, value $8,366,688.

    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 128,510 shares
    Change vs previous 13F +39,631 shares

    0.17% of the 13F portfolio, value $7,076,865.

    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 88,879 shares
    Change vs previous 13F +775 shares

    0.18% of the 13F portfolio, value $6,528,166.

    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 88,104 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,335,525.

    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).