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Disclosery

Level Financial Advisors: DFSV position timeline

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

Level Financial Advisors held 143,779 DFSV 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 143,779 shares
    Change vs previous 13F +5,479 shares

    1.25% of the 13F portfolio, value $5,577,187.

    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 138,300 shares
    Change vs previous 13F +12,537 shares

    1.24% of the 13F portfolio, value $4,846,044.

    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 125,763 shares
    Change vs previous 13F +17,494 shares

    1.09% of the 13F portfolio, value $4,136,334.

    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 108,269 shares
    Change vs previous 13F +15,504 shares

    0.97% of the 13F portfolio, value $3,447,278.

    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 92,765 shares
    Change vs previous 13F +540 shares

    0.85% of the 13F portfolio, value $2,730,069.

    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 92,225 shares
    Change vs previous 13F +10,933 shares

    0.88% of the 13F portfolio, value $2,596,137.

    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 81,292 shares
    Change vs previous 13F +10,370 shares

    0.92% of the 13F portfolio, value $2,502,176.

    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 70,922 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,184,406.

    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).