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Level Financial Advisors: DFAT position timeline

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

Level Financial Advisors held 69,302 DFAT 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 69,302 shares
    Change vs previous 13F +239 shares

    1.08% of the 13F portfolio, value $4,844,238.

    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 69,063 shares
    Change vs previous 13F -568 shares

    1.1% of the 13F portfolio, value $4,312,963.

    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 69,631 shares
    Change vs previous 13F -1,093 shares

    1.1% of the 13F portfolio, value $4,145,858.

    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 70,724 shares
    Change vs previous 13F +618 shares

    1.16% of the 13F portfolio, value $4,116,858.

    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 70,106 shares
    Change vs previous 13F -1,927 shares

    1.18% of the 13F portfolio, value $3,782,919.

    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 72,033 shares
    Change vs previous 13F -477 shares

    1.26% of the 13F portfolio, value $3,708,966.

    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 72,510 shares
    Change vs previous 13F -991 shares

    1.48% of the 13F portfolio, value $4,035,883.

    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 73,501 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,088,881.

    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).