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Valeo Financial Advisors, LLC: FBND position timeline

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

Valeo Financial Advisors, LLC held 2,047,605 FBND 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 2,047,605 shares
    Change vs previous 13F +62,023 shares

    1.76% of the 13F portfolio, value $83,472,595.

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

  2. period ended2026-06-30
    13F 1,985,582 shares
    Change vs previous 13F +51,561 shares

    1.8% of the 13F portfolio, value $85,325,886.

    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 1,934,021 shares
    Change vs previous 13F +177,017 shares

    1.99% of the 13F portfolio, value $83,194,517.

    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 1,757,004 shares
    Change vs previous 13F +83,511 shares

    1.7% of the 13F portfolio, value $76,199,171.

    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 1,673,493 shares
    Change vs previous 13F +174,314 shares

    1.63% of the 13F portfolio, value $71,346,601.

    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 1,499,179 shares
    Change vs previous 13F +172,827 shares

    1.55% of the 13F portfolio, value $62,996,832.

    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 1,326,352 shares
    Change vs previous 13F +383,877 shares

    1.53% of the 13F portfolio, value $54,979,350.

    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 942,475 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $42,288,867.

    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).