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Level Financial Advisors: DFSI position timeline

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

Level Financial Advisors held 35,064 DFSI 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 35,064 shares
    Change vs previous 13F +385 shares

    0.35% of the 13F portfolio, value $1,581,380.

    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 34,679 shares
    Change vs previous 13F +3,130 shares

    0.38% of the 13F portfolio, value $1,470,384.

    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 31,549 shares
    Change vs previous 13F +1,569 shares

    0.36% of the 13F portfolio, value $1,351,737.

    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 29,980 shares
    Change vs previous 13F -246 shares

    0.35% of the 13F portfolio, value $1,227,668.

    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 30,226 shares
    Change vs previous 13F +3,353 shares

    0.37% of the 13F portfolio, value $1,191,220.

    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 26,873 shares
    Change vs previous 13F +542 shares

    0.32% of the 13F portfolio, value $937,612.

    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 26,331 shares
    Change vs previous 13F +10,622 shares

    0.32% of the 13F portfolio, value $864,980.

    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 15,709 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $561,370.

    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).