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Level Financial Advisors: REET position timeline

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

Level Financial Advisors held 39,505 REET 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 39,505 shares
    Change vs previous 13F -579 shares

    0.24% of the 13F portfolio, value $1,091,119.

    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 40,084 shares
    Change vs previous 13F -3,992 shares

    0.26% of the 13F portfolio, value $1,008,125.

    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 44,076 shares
    Change vs previous 13F -641 shares

    0.29% of the 13F portfolio, value $1,099,705.

    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 44,717 shares
    Change vs previous 13F +2,877 shares

    0.32% of the 13F portfolio, value $1,142,966.

    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 41,840 shares
    Change vs previous 13F -7,653 shares

    0.32% of the 13F portfolio, value $1,033,442.

    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 49,493 shares
    Change vs previous 13F -1,470 shares

    0.41% of the 13F portfolio, value $1,200,690.

    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 50,963 shares
    Change vs previous 13F -917 shares

    0.45% of the 13F portfolio, value $1,221,577.

    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 51,880 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,384,682.

    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).