Skip to content
Disclosery

Level Financial Advisors: VMBS position timeline

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

Level Financial Advisors held 287,255 VMBS 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 287,255 shares
    Change vs previous 13F +26,926 shares

    3% of the 13F portfolio, value $13,446,387.

    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 260,329 shares
    Change vs previous 13F +23,295 shares

    3.12% of the 13F portfolio, value $12,222,452.

    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 237,034 shares
    Change vs previous 13F +19,361 shares

    2.95% of the 13F portfolio, value $11,159,553.

    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 217,673 shares
    Change vs previous 13F +10,445 shares

    2.88% of the 13F portfolio, value $10,221,924.

    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 207,228 shares
    Change vs previous 13F +11,076 shares

    2.99% of the 13F portfolio, value $9,602,950.

    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 196,152 shares
    Change vs previous 13F +2,587 shares

    3.09% of the 13F portfolio, value $9,083,818.

    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 193,565 shares
    Change vs previous 13F +12,438 shares

    3.22% of the 13F portfolio, value $8,776,254.

    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 181,127 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $8,551,010.

    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).