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Disclosery

Level Financial Advisors: DFLV position timeline

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

Level Financial Advisors held 302,324 DFLV 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 302,324 shares
    Change vs previous 13F +11,747 shares

    2.67% of the 13F portfolio, value $11,953,897.

    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 290,577 shares
    Change vs previous 13F +16,002 shares

    2.65% of the 13F portfolio, value $10,376,511.

    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 274,575 shares
    Change vs previous 13F +30,958 shares

    2.48% of the 13F portfolio, value $9,393,206.

    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 243,617 shares
    Change vs previous 13F +25,763 shares

    2.26% of the 13F portfolio, value $8,014,994.

    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 217,854 shares
    Change vs previous 13F +1,946 shares

    2.1% of the 13F portfolio, value $6,757,846.

    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 215,908 shares
    Change vs previous 13F +19,102 shares

    2.24% of the 13F portfolio, value $6,600,294.

    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 196,806 shares
    Change vs previous 13F +25,944 shares

    2.17% of the 13F portfolio, value $5,910,084.

    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 170,862 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $5,264,265.

    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).