Skip to content
Disclosery

Level Financial Advisors: DFSE position timeline

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

Level Financial Advisors held 8,715 DFSE 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 8,715 shares
    Change vs previous 13F +94 shares

    0.1% of the 13F portfolio, value $425,971.

    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 8,621 shares
    Change vs previous 13F -415 shares

    0.09% of the 13F portfolio, value $365,261.

    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 9,036 shares
    Change vs previous 13F +805 shares

    0.1% of the 13F portfolio, value $374,800.

    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 8,231 shares
    Change vs previous 13F +235 shares

    0.1% of the 13F portfolio, value $338,212.

    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 7,996 shares
    Change vs previous 13F +617 shares

    0.09% of the 13F portfolio, value $304,328.

    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 7,379 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $248,525.

    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 7,354 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $243,648.

    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).