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Level Financial Advisors: DFGR position timeline

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

Level Financial Advisors held 618,117 DFGR 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 618,117 shares
    Change vs previous 13F +35,833 shares

    4% of the 13F portfolio, value $17,906,845.

    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 582,284 shares
    Change vs previous 13F +52,616 shares

    3.95% of the 13F portfolio, value $15,477,120.

    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 529,668 shares
    Change vs previous 13F +60,536 shares

    3.7% of the 13F portfolio, value $13,993,816.

    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 469,132 shares
    Change vs previous 13F +42,356 shares

    3.61% of the 13F portfolio, value $12,811,993.

    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 426,776 shares
    Change vs previous 13F +15,148 shares

    3.56% of the 13F portfolio, value $11,450,409.

    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 411,628 shares
    Change vs previous 13F +37,187 shares

    3.67% of the 13F portfolio, value $10,809,355.

    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 374,441 shares
    Change vs previous 13F +50,404 shares

    3.51% of the 13F portfolio, value $9,563,232.

    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 324,037 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $9,351,721.

    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).