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Valeo Financial Advisors, LLC: IBIT position timeline

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

Valeo Financial Advisors, LLC held 87,371 IBIT 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 87,371 shares
    Change vs previous 13F +3,866 shares

    0.09% of the 13F portfolio, value $4,136,126.

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

  2. period ended2026-06-30
    13F 83,505 shares
    Change vs previous 13F -3,125 shares

    0.06% of the 13F portfolio, value $2,779,892.

    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 86,630 shares
    Change vs previous 13F +4,251 shares

    0.08% of the 13F portfolio, value $3,328,339.

    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 82,379 shares
    Change vs previous 13F +43,349 shares

    0.09% of the 13F portfolio, value $4,090,113.

    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 39,030 shares
    Change vs previous 13F -25,469 shares

    0.06% of the 13F portfolio, value $2,536,927.

    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 64,499 shares
    Change vs previous 13F +23,647 shares

    0.1% of the 13F portfolio, value $3,947,986.

    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 40,852 shares
    Change vs previous 13F +18,749 shares

    0.05% of the 13F portfolio, value $1,912,301.

    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 22,103 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,172,570.

    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).