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Disclosery

Level Financial Advisors: DFGX position timeline

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

Level Financial Advisors held 12,982 DFGX 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 12,982 shares
    Change vs previous 13F +5,630 shares

    0.16% of the 13F portfolio, value $695,768.

    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 7,352 shares
    Change vs previous 13F +3,064 shares

    0.1% of the 13F portfolio, value $385,616.

    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 4,288 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $225,699.

    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).