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Valeo Financial Advisors, LLC: OBDC position timeline

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

Valeo Financial Advisors, LLC held 81,161 OBDC 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 81,161 shares
    Change vs previous 13F +12,004 shares

    0.02% of the 13F portfolio, value $851,381.

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

  2. period ended2026-06-30
    13F 69,157 shares
    Change vs previous 13F +3,188 shares

    0.02% of the 13F portfolio, value $751,741.

    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 65,969 shares
    Change vs previous 13F +21,835 shares

    0.02% of the 13F portfolio, value $729,617.

    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 44,134 shares
    Change vs previous 13F +8,496 shares

    0.01% of the 13F portfolio, value $548,591.

    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 35,638 shares
    Change vs previous 13F +905 shares

    0.01% of the 13F portfolio, value $455,096.

    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 34,733 shares
    Change vs previous 13F -32,096 shares

    0.01% of the 13F portfolio, value $498,077.

    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 66,829 shares
    Change vs previous 13F +1,829 shares

    0.03% of the 13F portfolio, value $979,711.

    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 65,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $982,800.

    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).