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Level Financial Advisors: DFIP position timeline

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

Level Financial Advisors held 362,625 DFIP 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 362,625 shares
    Change vs previous 13F +20,014 shares

    3.34% of the 13F portfolio, value $14,960,097.

    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 342,611 shares
    Change vs previous 13F +22,549 shares

    3.65% of the 13F portfolio, value $14,293,720.

    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 320,062 shares
    Change vs previous 13F +35,340 shares

    3.52% of the 13F portfolio, value $13,300,167.

    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 284,722 shares
    Change vs previous 13F +85,143 shares

    3.39% of the 13F portfolio, value $12,023,813.

    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 199,579 shares
    Change vs previous 13F +12,326 shares

    2.6% of the 13F portfolio, value $8,344,414.

    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 187,253 shares
    Change vs previous 13F +24,226 shares

    2.68% of the 13F portfolio, value $7,885,411.

    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 163,027 shares
    Change vs previous 13F +30,277 shares

    2.42% of the 13F portfolio, value $6,601,074.

    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 132,750 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $5,612,691.

    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).