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Disclosery

Level Financial Advisors: DFAE position timeline

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

Level Financial Advisors held 88,314 DFAE 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 88,314 shares
    Change vs previous 13F -5,386 shares

    0.79% of the 13F portfolio, value $3,551,124.

    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 93,700 shares
    Change vs previous 13F -3,842 shares

    0.81% of the 13F portfolio, value $3,172,688.

    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 97,542 shares
    Change vs previous 13F -2,412 shares

    0.84% of the 13F portfolio, value $3,176,942.

    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 99,954 shares
    Change vs previous 13F +2,563 shares

    0.89% of the 13F portfolio, value $3,151,562.

    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 97,391 shares
    Change vs previous 13F -11,485 shares

    0.88% of the 13F portfolio, value $2,819,460.

    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 108,876 shares
    Change vs previous 13F -3,621 shares

    0.96% of the 13F portfolio, value $2,818,800.

    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 112,497 shares
    Change vs previous 13F -14,696 shares

    1.05% of the 13F portfolio, value $2,854,042.

    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 127,193 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,486,348.

    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).