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Valeo Financial Advisors, LLC: FBTC position timeline

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

Valeo Financial Advisors, LLC held 41,174 FBTC 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 41,174 shares
    Change vs previous 13F +2,322 shares

    0.06% of the 13F portfolio, value $2,990,853.

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

  2. period ended2026-06-30
    13F 38,852 shares
    Change vs previous 13F -3,574 shares

    0.04% of the 13F portfolio, value $1,983,417.

    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 42,426 shares
    Change vs previous 13F +5,502 shares

    0.06% of the 13F portfolio, value $2,504,402.

    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 36,924 shares
    Change vs previous 13F +8,099 shares

    0.06% of the 13F portfolio, value $2,814,683.

    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 28,825 shares
    Change vs previous 13F -5,507 shares

    0.07% of the 13F portfolio, value $2,877,009.

    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 34,332 shares
    Change vs previous 13F -2,388 shares

    0.08% of the 13F portfolio, value $3,226,863.

    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 36,720 shares
    Change vs previous 13F +16,168 shares

    0.07% of the 13F portfolio, value $2,642,713.

    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 20,552 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,676,669.

    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).