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Valeo Financial Advisors, LLC: VBK position timeline

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

Valeo Financial Advisors, LLC held 12,765 VBK 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 12,765 shares
    Change vs previous 13F -287 shares

    0.09% of the 13F portfolio, value $4,312,393.

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

  2. period ended2026-06-30
    13F 13,052 shares
    Change vs previous 13F +83 shares

    0.1% of the 13F portfolio, value $4,773,168.

    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 12,969 shares
    Change vs previous 13F -23 shares

    0.09% of the 13F portfolio, value $3,919,781.

    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 12,992 shares
    Change vs previous 13F +52 shares

    0.09% of the 13F portfolio, value $3,925,129.

    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 12,940 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $3,851,120.

    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 12,933 shares
    Change vs previous 13F +6,763 shares

    0.09% of the 13F portfolio, value $3,581,763.

    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 6,170 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $1,553,383.

    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 6,159 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,724,763.

    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).