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Level Financial Advisors: DFUV position timeline

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

Level Financial Advisors held 190,210 DFUV 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 190,210 shares
    Change vs previous 13F -2,957 shares

    2.34% of the 13F portfolio, value $10,463,441.

    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 193,167 shares
    Change vs previous 13F -1,694 shares

    2.39% of the 13F portfolio, value $9,360,857.

    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 194,861 shares
    Change vs previous 13F -2,982 shares

    2.4% of the 13F portfolio, value $9,078,554.

    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 197,843 shares
    Change vs previous 13F -1,848 shares

    2.49% of the 13F portfolio, value $8,841,624.

    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 199,691 shares
    Change vs previous 13F -397 shares

    2.63% of the 13F portfolio, value $8,442,948.

    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 200,088 shares
    Change vs previous 13F -120 shares

    2.8% of the 13F portfolio, value $8,245,637.

    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 200,208 shares
    Change vs previous 13F -1,997 shares

    3.01% of the 13F portfolio, value $8,192,520.

    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 202,205 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $8,429,933.

    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).