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Disclosery

Level Financial Advisors: VBR position timeline

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

Level Financial Advisors held 4,331 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,331 shares
    Change vs previous 13F -222 shares

    0.22% of the 13F portfolio, value $1,000,576.

    13F-HR 0001871734-26-000005 filed by Level Financial Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,553 shares
    Change vs previous 13F -56 shares

    0.25% of the 13F portfolio, value $1,106,331.

    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).

  3. period ended2026-03-31
    13F 4,609 shares
    Change vs previous 13F -809 shares

    0.26% of the 13F portfolio, value $1,001,214.

    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).

  4. period ended2025-12-31
    13F 5,418 shares
    Change vs previous 13F -319 shares

    0.3% of the 13F portfolio, value $1,147,491.

    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).

  5. period ended2025-09-30
    13F 5,737 shares
    Change vs previous 13F -61 shares

    0.34% of the 13F portfolio, value $1,197,383.

    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).

  6. period ended2025-06-30
    13F 5,798 shares
    Change vs previous 13F -216 shares

    0.35% of the 13F portfolio, value $1,130,587.

    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).

  7. period ended2025-03-31
    13F 6,014 shares
    Change vs previous 13F -206 shares

    0.38% of the 13F portfolio, value $1,120,270.

    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).

  8. period ended2024-12-31
    13F 6,220 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,232,634.

    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).