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Valeo Financial Advisors, LLC: VBR position timeline

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

Valeo Financial Advisors, LLC held 27,654 VBR 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 27,654 shares
    Change vs previous 13F -1,560 shares

    0.1% of the 13F portfolio, value $4,762,850.

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

  2. period ended2026-06-30
    13F 29,214 shares
    Change vs previous 13F -221 shares

    0.11% of the 13F portfolio, value $5,388,065.

    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 29,435 shares
    Change vs previous 13F +136 shares

    0.12% of the 13F portfolio, value $4,866,001.

    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 29,299 shares
    Change vs previous 13F -1,342 shares

    0.1% of the 13F portfolio, value $4,715,097.

    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 30,641 shares
    Change vs previous 13F -130 shares

    0.11% of the 13F portfolio, value $4,926,787.

    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 30,771 shares
    Change vs previous 13F +2,268 shares

    0.11% of the 13F portfolio, value $4,629,182.

    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 28,503 shares
    Change vs previous 13F +1,318 shares

    0.11% of the 13F portfolio, value $3,999,919.

    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 27,185 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,993,522.

    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).