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Valeo Financial Advisors, LLC: JCPB position timeline

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

Valeo Financial Advisors, LLC held 3,303,877 JCPB 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 3,303,877 shares
    Change vs previous 13F +177,346 shares

    2.95% of the 13F portfolio, value $140,086,050.

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

  2. period ended2026-06-30
    13F 3,126,531 shares
    Change vs previous 13F +220,479 shares

    2.92% of the 13F portfolio, value $138,112,910.

    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 2,906,052 shares
    Change vs previous 13F +277,744 shares

    3.07% of the 13F portfolio, value $128,133,765.

    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 2,628,308 shares
    Change vs previous 13F +134,590 shares

    2.59% of the 13F portfolio, value $116,331,631.

    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 2,493,718 shares
    Change vs previous 13F +250,055 shares

    2.51% of the 13F portfolio, value $109,839,274.

    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 2,243,663 shares
    Change vs previous 13F +209,501 shares

    2.4% of the 13F portfolio, value $97,522,866.

    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 2,034,162 shares
    Change vs previous 13F +551,660 shares

    2.45% of the 13F portfolio, value $87,630,559.

    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 1,482,502 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $68,298,889.

    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).