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Disclosery

Level Financial Advisors: VGSH position timeline

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

Level Financial Advisors held 532,912 VGSH 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 532,912 shares
    Change vs previous 13F +21,865 shares

    6.93% of the 13F portfolio, value $31,015,454.

    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 511,047 shares
    Change vs previous 13F +10,205 shares

    7.63% of the 13F portfolio, value $29,916,689.

    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 500,842 shares
    Change vs previous 13F +54,517 shares

    7.78% of the 13F portfolio, value $29,414,466.

    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 446,325 shares
    Change vs previous 13F +27,155 shares

    7.4% of the 13F portfolio, value $26,266,199.

    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 419,170 shares
    Change vs previous 13F -3,596 shares

    7.67% of the 13F portfolio, value $24,638,786.

    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 422,766 shares
    Change vs previous 13F +7,357 shares

    8.44% of the 13F portfolio, value $24,812,134.

    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 415,409 shares
    Change vs previous 13F +26,338 shares

    8.87% of the 13F portfolio, value $24,168,484.

    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 389,071 shares
    Change vs previous 13F not available

    8.76% of the 13F portfolio, value $22,962,951.

    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).