Valeo Financial Advisors, LLC
Holdings in FMBH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $485,160 | 12,440 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $464,105 | 12,252 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $3,235,087 | 86,292 | Shares | Sole | 2025-09-12 |
| 2025-03-31 | $424,349 | 12,159 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $447,694 | 12,159 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $473,106 | 12,159 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $399,787 | 12,159 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $397,356 | 12,159 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $421,430 | 12,159 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $322,943 | 12,159 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $3,678,863 | 152,397 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $4,463,508 | 163,979 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $371,550 | 11,582 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $370,276 | 11,582 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $413,129 | 11,582 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $445,791 | 11,582 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $523,236 | 12,228 | Shares | Sole | 2022-01-07 |