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Valeo Financial Advisors, LLC: BTI position timeline

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

Valeo Financial Advisors, LLC held 12,612 BTI 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 12,612 shares
    Change vs previous 13F +2,370 shares

    0.01% of the 13F portfolio, value $686,117.

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

  2. period ended2026-06-30
    13F 10,242 shares
    Change vs previous 13F +2,052 shares

    0.01% of the 13F portfolio, value $632,575.

    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 8,190 shares
    Change vs previous 13F -7,984 shares

    0.01% of the 13F portfolio, value $478,865.

    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 16,174 shares
    Change vs previous 13F -60 shares

    0.02% of the 13F portfolio, value $915,774.

    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 16,234 shares
    Change vs previous 13F -5,539 shares

    0.02% of the 13F portfolio, value $861,709.

    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 21,773 shares
    Change vs previous 13F -2,563 shares

    0.03% of the 13F portfolio, value $1,030,500.

    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 24,336 shares
    Change vs previous 13F +2,435 shares

    0.03% of the 13F portfolio, value $1,006,790.

    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 21,901 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $795,427.

    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).