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Level Financial Advisors: DFIS position timeline

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

Level Financial Advisors held 286,576 DFIS 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 286,576 shares
    Change vs previous 13F +16,519 shares

    2.24% of the 13F portfolio, value $10,038,740.

    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 270,057 shares
    Change vs previous 13F +11,793 shares

    2.32% of the 13F portfolio, value $9,092,808.

    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 258,264 shares
    Change vs previous 13F +25,636 shares

    2.25% of the 13F portfolio, value $8,507,218.

    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 232,628 shares
    Change vs previous 13F +35,421 shares

    2.07% of the 13F portfolio, value $7,358,036.

    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 197,207 shares
    Change vs previous 13F +25,662 shares

    1.83% of the 13F portfolio, value $5,884,650.

    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 171,545 shares
    Change vs previous 13F +24,761 shares

    1.51% of the 13F portfolio, value $4,432,725.

    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 146,784 shares
    Change vs previous 13F +28,325 shares

    1.32% of the 13F portfolio, value $3,604,281.

    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 118,459 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,178,243.

    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).