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Valeo Financial Advisors, LLC: MBIN position timeline

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

Valeo Financial Advisors, LLC held 222,274 MBIN 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 222,274 shares
    Change vs previous 13F -4,724 shares

    0.23% of the 13F portfolio, value $10,882,520.

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

  2. period ended2026-06-30
    13F 226,998 shares
    Change vs previous 13F -8,102 shares

    0.24% of the 13F portfolio, value $11,349,895.

    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 235,100 shares
    Change vs previous 13F -9,008 shares

    0.24% of the 13F portfolio, value $10,088,155.

    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 244,108 shares
    Change vs previous 13F +44 shares

    0.18% of the 13F portfolio, value $8,314,303.

    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 244,064 shares
    Change vs previous 13F +4,582 shares

    0.18% of the 13F portfolio, value $7,761,220.

    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 239,482 shares
    Change vs previous 13F +14,055 shares

    0.19% of the 13F portfolio, value $7,919,676.

    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 225,427 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $8,340,797.

    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 225,419 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,221,042.

    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).