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Level Financial Advisors: DFEM position timeline

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

Level Financial Advisors held 404,242 DFEM 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 404,242 shares
    Change vs previous 13F +16,561 shares

    3.67% of the 13F portfolio, value $16,428,402.

    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 387,681 shares
    Change vs previous 13F +26,671 shares

    3.42% of the 13F portfolio, value $13,394,381.

    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 361,010 shares
    Change vs previous 13F +47,274 shares

    3.16% of the 13F portfolio, value $11,942,202.

    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 313,736 shares
    Change vs previous 13F +40,751 shares

    2.84% of the 13F portfolio, value $10,061,516.

    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 272,985 shares
    Change vs previous 13F +21,086 shares

    2.52% of the 13F portfolio, value $8,102,180.

    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 251,899 shares
    Change vs previous 13F +24,672 shares

    2.27% of the 13F portfolio, value $6,665,245.

    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 227,227 shares
    Change vs previous 13F +45,651 shares

    2.18% of the 13F portfolio, value $5,951,066.

    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 181,576 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $5,111,354.

    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).