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Valeo Financial Advisors, LLC: BRK-B position timeline

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

Valeo Financial Advisors, LLC held 114,022 BRK-B 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 114,022 shares
    Change vs previous 13F +3,051 shares

    1.2% of the 13F portfolio, value $56,777,969.

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

  2. period ended2026-06-30
    13F 110,971 shares
    Change vs previous 13F -1,917 shares

    1.17% of the 13F portfolio, value $55,527,899.

    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 112,888 shares
    Change vs previous 13F -5,261 shares

    1.29% of the 13F portfolio, value $54,095,267.

    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 118,149 shares
    Change vs previous 13F +2,934 shares

    1.32% of the 13F portfolio, value $59,387,611.

    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 115,215 shares
    Change vs previous 13F -1,206 shares

    1.32% of the 13F portfolio, value $57,923,051.

    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 116,421 shares
    Change vs previous 13F -179,661 shares

    1.39% of the 13F portfolio, value $56,553,992.

    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 296,082 shares
    Change vs previous 13F +1,333 shares

    1.75% of the 13F portfolio, value $62,738,786.

    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 294,749 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $52,820,227.

    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).