Skip to content
Disclosery

Level Financial Advisors: DFIV position timeline

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

Level Financial Advisors held 19,900 DFIV 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 19,900 shares
    Change vs previous 13F -57 shares

    0.24% of the 13F portfolio, value $1,074,974.

    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 19,957 shares
    Change vs previous 13F -27 shares

    0.27% of the 13F portfolio, value $1,053,325.

    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 19,984 shares
    Change vs previous 13F -1,077 shares

    0.26% of the 13F portfolio, value $997,186.

    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 21,061 shares
    Change vs previous 13F +80 shares

    0.27% of the 13F portfolio, value $971,326.

    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 20,981 shares
    Change vs previous 13F -146 shares

    0.28% of the 13F portfolio, value $898,631.

    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 21,127 shares
    Change vs previous 13F -73 shares

    0.28% of the 13F portfolio, value $831,576.

    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 21,200 shares
    Change vs previous 13F -862 shares

    0.28% of the 13F portfolio, value $752,178.

    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 22,062 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $840,121.

    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).