Valeo Financial Advisors, LLC
Holdings in MBIN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,314,318 | 244,108 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $7,761,235 | 244,064 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $7,919,669 | 239,482 | Shares | Sole | 2025-09-12 |
| 2025-03-31 | $8,340,799 | 225,427 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $8,221,030 | 225,419 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $9,825,423 | 218,537 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $9,545,143 | 235,450 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $10,161,376 | 235,326 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $10,935,778 | 256,829 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $7,204,400 | 259,899 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $6,804,100 | 265,993 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $7,005,098 | 269,013 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $6,456,497 | 265,481 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $6,163,842 | 267,180 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $5,919,681 | 261,124 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $7,127,698 | 260,325 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $4,739,305 | 150,200 | Shares | Sole | 2022-01-07 |
| 2021-09-30 | $3,275,926 | 124,497 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $3,295,872 | 125,989 | Shares | Sole | 2021-07-22 |
| 2021-03-31 | $1,602,219 | 57,304 | Shares | Sole | 2021-04-12 |
| 2020-12-31 | $937,725 | 50,908 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $635,121 | 48,335 | Shares | Sole | 2020-10-28 |
| 2020-06-30 | $792,976 | 64,330 | Shares | Sole | 2020-07-20 |
| 2020-03-31 | $500,737 | 49,480 | Shares | Sole | 2020-04-13 |