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Level Financial Advisors: BSV position timeline

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

Level Financial Advisors held 237,879 BSV 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 237,879 shares
    Change vs previous 13F +11,099 shares

    4.14% of the 13F portfolio, value $18,533,169.

    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 226,780 shares
    Change vs previous 13F +16,960 shares

    4.54% of the 13F portfolio, value $17,781,799.

    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 209,820 shares
    Change vs previous 13F +12,587 shares

    4.37% of the 13F portfolio, value $16,535,909.

    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 197,233 shares
    Change vs previous 13F +5,241 shares

    4.39% of the 13F portfolio, value $15,563,688.

    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 191,992 shares
    Change vs previous 13F +11,637 shares

    4.7% of the 13F portfolio, value $15,109,736.

    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 180,355 shares
    Change vs previous 13F +3,798 shares

    4.8% of the 13F portfolio, value $14,118,180.

    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 176,557 shares
    Change vs previous 13F +3,815 shares

    5.01% of the 13F portfolio, value $13,642,570.

    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 172,742 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $13,593,073.

    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).