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Level Financial Advisors: NYF position timeline

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

Level Financial Advisors held 32,184 NYF 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 32,184 shares
    Change vs previous 13F -616 shares

    0.39% of the 13F portfolio, value $1,734,879.

    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 32,800 shares
    Change vs previous 13F -3,124 shares

    0.44% of the 13F portfolio, value $1,742,336.

    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 35,924 shares
    Change vs previous 13F -153 shares

    0.51% of the 13F portfolio, value $1,922,293.

    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 36,077 shares
    Change vs previous 13F -3,693 shares

    0.54% of the 13F portfolio, value $1,924,708.

    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 39,770 shares
    Change vs previous 13F +4,133 shares

    0.65% of the 13F portfolio, value $2,073,608.

    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 35,637 shares
    Change vs previous 13F -2,457 shares

    0.64% of the 13F portfolio, value $1,876,288.

    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 38,094 shares
    Change vs previous 13F -2,411 shares

    0.74% of the 13F portfolio, value $2,027,363.

    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 40,505 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,200,637.

    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).