Position in OPEN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$191,734
-$431 QoQ
Shares Held
41,501
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 406 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OPEN Over Time
Shares Held
Position Value (USD)
Derivatives in OPEN
reported options exposure · as of Mar 31, 2022CallValue
$8,650
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $577,411 across 3 Real Estate Services names. OPEN ranks #2 (33.2% of the industry book) .
All Filings in OPEN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,734 | 41,501 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $192,165 | 41,061 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $97,869 | 183,621 | Shares | Sole | 2025-09-12 | |
| 2024-09-30 | $41,506 | 20,753 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $22,992 | 12,496 | Shares | Sole | 2024-07-10 | |
| 2022-12-31 | $11,764 | 10,142 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $140,432 | 16,235 | Shares | Sole | 2022-04-28 | |
| 2022-03-31 | $8,650 | 1,000 | Call | Sole | 2022-04-28 | |
| 2021-12-31 | $23,376 | 1,600 | Call | Sole | 2022-01-07 | |
| 2021-12-31 | $207,535 | 14,205 | Shares | Sole | 2022-01-07 | |
| 2021-03-31 | $126,800 | 5,984 | Shares | Sole | 2021-04-12 | |
| 2021-03-31 | $33,904 | 1,600 | Call | Sole | 2021-04-12 | |
| 2020-12-31 | $147,404 | 6,485 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||