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Level Financial Advisors: VEA position timeline

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

Level Financial Advisors held 485,706 VEA 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 485,706 shares
    Change vs previous 13F +34,193 shares

    7.73% of the 13F portfolio, value $34,606,521.

    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 451,513 shares
    Change vs previous 13F +17,358 shares

    7.38% of the 13F portfolio, value $28,932,962.

    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 434,155 shares
    Change vs previous 13F +23,062 shares

    7.17% of the 13F portfolio, value $27,121,667.

    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 411,093 shares
    Change vs previous 13F +9,075 shares

    6.94% of the 13F portfolio, value $24,632,713.

    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 402,018 shares
    Change vs previous 13F +3,731 shares

    7.13% of the 13F portfolio, value $22,919,025.

    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 398,287 shares
    Change vs previous 13F +19,576 shares

    6.88% of the 13F portfolio, value $20,244,950.

    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 378,711 shares
    Change vs previous 13F +35,313 shares

    6.65% of the 13F portfolio, value $18,109,944.

    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 343,398 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $18,134,829.

    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).