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Valeo Financial Advisors, LLC: MUB position timeline

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

Valeo Financial Advisors, LLC held 15,641 MUB 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 15,641 shares
    Change vs previous 13F -43,487 shares

    0.03% of the 13F portfolio, value $1,581,300.

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

  2. period ended2026-06-30
    13F 59,128 shares
    Change vs previous 13F +4,245 shares

    0.13% of the 13F portfolio, value $6,363,315.

    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 54,883 shares
    Change vs previous 13F -895 shares

    0.14% of the 13F portfolio, value $5,825,876.

    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 55,778 shares
    Change vs previous 13F +11,549 shares

    0.13% of the 13F portfolio, value $5,974,356.

    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 44,229 shares
    Change vs previous 13F +2,196 shares

    0.11% of the 13F portfolio, value $4,709,996.

    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 42,033 shares
    Change vs previous 13F +39,310 shares

    0.11% of the 13F portfolio, value $4,391,593.

    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 2,723 shares
    Change vs previous 13F -1,296 shares

    0.01% of the 13F portfolio, value $287,146.

    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 4,019 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,224.

    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).