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Level Financial Advisors: VONG position timeline

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

Level Financial Advisors held 4,539 VONG 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 4,539 shares
    Change vs previous 13F -35 shares

    0.13% of the 13F portfolio, value $580,130.

    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 4,574 shares
    Change vs previous 13F +2,511 shares

    0.13% of the 13F portfolio, value $501,722.

    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 2,063 shares
    Change vs previous 13F -27 shares

    0.07% of the 13F portfolio, value $251,170.

    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 2,090 shares
    Change vs previous 13F -184 shares

    0.07% of the 13F portfolio, value $251,845.

    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 2,274 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $248,321.

    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).