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Disclosery

Level Financial Advisors: VB position timeline

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

Level Financial Advisors held 11,031 VB 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 11,031 shares
    Change vs previous 13F +1,528 shares

    0.75% of the 13F portfolio, value $3,343,732.

    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 9,503 shares
    Change vs previous 13F +1,101 shares

    0.63% of the 13F portfolio, value $2,489,081.

    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 8,402 shares
    Change vs previous 13F +1,109 shares

    0.57% of the 13F portfolio, value $2,167,333.

    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 7,293 shares
    Change vs previous 13F +364 shares

    0.52% of the 13F portfolio, value $1,854,587.

    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 6,929 shares
    Change vs previous 13F +2,006 shares

    0.51% of the 13F portfolio, value $1,641,985.

    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 4,923 shares
    Change vs previous 13F +981 shares

    0.37% of the 13F portfolio, value $1,091,629.

    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 3,942 shares
    Change vs previous 13F +1,204 shares

    0.35% of the 13F portfolio, value $947,172.

    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 2,738 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $649,384.

    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).