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Disclosery

Level Financial Advisors: VCEB position timeline

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

Level Financial Advisors held 21,461 VCEB 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 21,461 shares
    Change vs previous 13F -4,101 shares

    0.3% of the 13F portfolio, value $1,346,892.

    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 25,562 shares
    Change vs previous 13F +1,033 shares

    0.41% of the 13F portfolio, value $1,606,060.

    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 24,529 shares
    Change vs previous 13F +5,351 shares

    0.41% of the 13F portfolio, value $1,560,780.

    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 19,178 shares
    Change vs previous 13F +1,372 shares

    0.35% of the 13F portfolio, value $1,231,228.

    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 17,806 shares
    Change vs previous 13F -271 shares

    0.35% of the 13F portfolio, value $1,128,900.

    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 18,077 shares
    Change vs previous 13F +644 shares

    0.39% of the 13F portfolio, value $1,137,405.

    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 17,433 shares
    Change vs previous 13F +3,817 shares

    0.4% of the 13F portfolio, value $1,080,672.

    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 13,616 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $883,406.

    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).