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Valeo Financial Advisors, LLC: BX position timeline

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

Valeo Financial Advisors, LLC held 17,306 BX 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 17,306 shares
    Change vs previous 13F +1,886 shares

    0.04% of the 13F portfolio, value $1,939,822.

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

  2. period ended2026-06-30
    13F 15,420 shares
    Change vs previous 13F +2,169 shares

    0.04% of the 13F portfolio, value $1,814,484.

    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 13,251 shares
    Change vs previous 13F -1,801 shares

    0.04% of the 13F portfolio, value $1,523,715.

    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 15,052 shares
    Change vs previous 13F +1,151 shares

    0.05% of the 13F portfolio, value $2,320,041.

    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 13,901 shares
    Change vs previous 13F +615 shares

    0.05% of the 13F portfolio, value $2,374,992.

    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 13,286 shares
    Change vs previous 13F +512 shares

    0.05% of the 13F portfolio, value $1,987,313.

    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 12,774 shares
    Change vs previous 13F -685 shares

    0.05% of the 13F portfolio, value $1,785,545.

    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 13,459 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,320,561.

    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).