Skip to content
Disclosery

Level Financial Advisors: AVSE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Level Financial Advisors on AVSE, newest first. How the timeline and the estimate are built.

Level Financial Advisors held 6,174 AVSE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,174 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $505,221.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,172 shares
    Change vs previous 13F +558 shares

    0.1% of the 13F portfolio, value $410,893.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,614 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $364,768.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,611 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $356,684.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,611 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $328,977.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,602 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $287,843.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,602 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $282,525.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,598 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $309,706.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).