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Disclosery

Level Financial Advisors: BLV position timeline

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

Level Financial Advisors held 51,081 BLV 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 51,081 shares
    Change vs previous 13F -2,562 shares

    0.79% of the 13F portfolio, value $3,520,987.

    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 53,643 shares
    Change vs previous 13F +3,499 shares

    0.94% of the 13F portfolio, value $3,689,539.

    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 50,144 shares
    Change vs previous 13F -85 shares

    0.92% of the 13F portfolio, value $3,485,985.

    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 50,229 shares
    Change vs previous 13F +3,456 shares

    1% of the 13F portfolio, value $3,558,705.

    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 46,773 shares
    Change vs previous 13F +3,981 shares

    1.01% of the 13F portfolio, value $3,252,564.

    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 42,792 shares
    Change vs previous 13F +24,073 shares

    1.02% of the 13F portfolio, value $3,013,434.

    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 18,719 shares
    Change vs previous 13F +8,310 shares

    0.47% of the 13F portfolio, value $1,280,938.

    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 10,409 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $782,440.

    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).