Valeo Financial Advisors, LLC
Position in MSBT — Morgan Stanley Bitcoin Trust
CIK 1722641
CARMEL, IN
Position in MSBT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$184,591
New position
Shares Held
10,955
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 2 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in MSBT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,591 | 10,955 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||