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Level Financial Advisors: SPY position timeline

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

Level Financial Advisors held 1,783 SPY 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 1,783 shares
    Change vs previous 13F -101 shares

    0.3% of the 13F portfolio, value $1,331,433.

    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 1,884 shares
    Change vs previous 13F -383 shares

    0.31% of the 13F portfolio, value $1,224,983.

    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 2,267 shares
    Change vs previous 13F -1,542 shares

    0.41% of the 13F portfolio, value $1,545,901.

    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 3,809 shares
    Change vs previous 13F -16 shares

    0.72% of the 13F portfolio, value $2,537,447.

    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 3,825 shares
    Change vs previous 13F -122 shares

    0.74% of the 13F portfolio, value $2,363,100.

    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 3,947 shares
    Change vs previous 13F +3,227 shares

    0.75% of the 13F portfolio, value $2,208,171.

    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 720 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $421,978.

    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 720 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $413,107.

    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).