Merchants Bancorp Ind shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Merchants Bancorp Ind (MBIN) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Merchants Bancorp Ind
Tip: Access up to 7 years of quarterly data
All positions including Merchants Bancorp Ind held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Merchants Bancorp Ind by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 244k | 31.80 |
| 2025-06-30 | $7.8M | 236k | 33.07 |
| 2025-03-31 | $8.3M | 225k | 37.00 |
| 2024-12-31 | $8.2M | 225k | 36.47 |
| 2024-09-30 | $9.8M | 219k | 44.96 |
| 2024-06-30 | $9.5M | 236k | 40.54 |
| 2024-03-31 | $10M | 235k | 43.18 |
| 2023-12-31 | $11M | 257k | 42.58 |
| 2023-09-30 | $7.2M | 260k | 27.72 |
| 2023-06-30 | $6.8M | 266k | 25.58 |
| 2023-03-31 | $7.0M | 269k | 26.04 |
| 2022-12-31 | $6.5M | 266k | 24.32 |
| 2022-09-30 | $6.2M | 267k | 23.07 |
| 2022-06-30 | $5.9M | 261k | 22.67 |
| 2022-03-31 | $7.1M | 260k | 27.38 |
| 2021-12-31 | $7.1M | 150k | 47.33 |
| 2021-09-30 | $4.9M | 125k | 39.47 |
| 2021-06-30 | $4.9M | 126k | 39.24 |
| 2021-03-31 | $2.4M | 57k | 41.93 |
| 2020-12-31 | $1.4M | 51k | 27.64 |
| 2020-09-30 | $953k | 48k | 19.72 |
| 2020-06-30 | $1.2M | 64k | 18.48 |
| 2020-03-31 | $764k | 50k | 15.44 |
| 2019-12-31 | $1.1M | 55k | 19.72 |
| 2019-09-30 | $949k | 57k | 16.55 |
| 2019-06-30 | $964k | 57k | 17.04 |
| 2019-03-31 | $1.0M | 47k | 21.51 |
| 2018-12-31 | $913k | 46k | 19.95 |
| 2018-09-30 | $1.0M | 46k | 22.99 |
| 2018-06-30 | $976k | 38k | 25.73 |
| 2018-03-31 | $190k | 8.8k | 21.52 |
| 2017-12-31 | $279k | 14k | 19.65 |