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Valeo Financial Advisors, LLC: MUFG position timeline

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

Valeo Financial Advisors, LLC held 41,264 MUFG 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 41,264 shares
    Change vs previous 13F +4,077 shares

    0.02% of the 13F portfolio, value $951,958.

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

  2. period ended2026-06-30
    13F 37,187 shares
    Change vs previous 13F +5,006 shares

    0.02% of the 13F portfolio, value $739,649.

    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 32,181 shares
    Change vs previous 13F -20,102 shares

    0.01% of the 13F portfolio, value $546,112.

    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 52,283 shares
    Change vs previous 13F +2,517 shares

    0.02% of the 13F portfolio, value $829,208.

    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 49,766 shares
    Change vs previous 13F +3,101 shares

    0.02% of the 13F portfolio, value $793,270.

    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 46,665 shares
    Change vs previous 13F +2,709 shares

    0.02% of the 13F portfolio, value $640,244.

    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 43,956 shares
    Change vs previous 13F +6,745 shares

    0.02% of the 13F portfolio, value $599,120.

    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 37,211 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $436,113.

    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).