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Level Financial Advisors: DFSU position timeline

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

Level Financial Advisors held 67,307 DFSU 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 67,307 shares
    Change vs previous 13F -794 shares

    0.7% of the 13F portfolio, value $3,138,525.

    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 68,101 shares
    Change vs previous 13F -1,164 shares

    0.71% of the 13F portfolio, value $2,798,270.

    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 69,265 shares
    Change vs previous 13F +1,689 shares

    0.8% of the 13F portfolio, value $3,008,179.

    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 67,576 shares
    Change vs previous 13F +5,842 shares

    0.81% of the 13F portfolio, value $2,870,128.

    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 61,734 shares
    Change vs previous 13F +3,739 shares

    0.75% of the 13F portfolio, value $2,423,060.

    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 57,995 shares
    Change vs previous 13F -490 shares

    0.71% of the 13F portfolio, value $2,076,801.

    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 58,485 shares
    Change vs previous 13F +11,144 shares

    0.81% of the 13F portfolio, value $2,216,582.

    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 47,341 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,760,138.

    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).