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Level Financial Advisors: VGSR position timeline

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

Level Financial Advisors held 102,899 VGSR 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 102,899 shares
    Change vs previous 13F -723 shares

    0.26% of the 13F portfolio, value $1,171,508.

    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 103,622 shares
    Change vs previous 13F -1,830 shares

    0.27% of the 13F portfolio, value $1,070,415.

    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 105,452 shares
    Change vs previous 13F +7,293 shares

    0.29% of the 13F portfolio, value $1,096,697.

    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 98,159 shares
    Change vs previous 13F -425 shares

    0.29% of the 13F portfolio, value $1,045,392.

    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 98,584 shares
    Change vs previous 13F +2,270 shares

    0.32% of the 13F portfolio, value $1,031,189.

    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 96,314 shares
    Change vs previous 13F +192 shares

    0.33% of the 13F portfolio, value $976,624.

    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 96,122 shares
    Change vs previous 13F +2,402 shares

    0.36% of the 13F portfolio, value $972,751.

    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 93,720 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,041,233.

    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).