Valeo Financial Advisors, LLC
Holdings in MSBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $401,192 | 18,951 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $326,945 | 19,075 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $331,262 | 19,126 | Shares | Sole | 2025-09-12 |
| 2025-03-31 | $311,087 | 18,171 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $443,372 | 18,171 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $492,718 | 22,016 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $588,129 | 25,966 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $763,097 | 30,366 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $836,886 | 30,366 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $818,847 | 39,866 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $793,732 | 39,866 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $902,338 | 42,126 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $960,742 | 36,091 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $940,443 | 39,900 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $964,004 | 40,100 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,157,286 | 40,100 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $1,069,812 | 43,155 | Shares | Sole | 2022-01-07 |
| 2021-03-31 | $69,239 | 2,496 | Shares | Sole | 2021-04-12 |
| 2020-12-31 | $54,432 | 3,046 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $32,073 | 2,496 | Shares | Sole | 2020-10-28 |
| 2020-06-30 | $37,315 | 2,496 | Shares | Sole | 2020-07-20 |
| 2020-03-31 | $43,864 | 2,508 | Shares | Sole | 2020-04-13 |