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Level Financial Advisors: VOO position timeline

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

Level Financial Advisors held 93,946 VOO 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 93,946 shares
    Change vs previous 13F +2,130 shares

    14.42% of the 13F portfolio, value $64,523,357.

    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 91,816 shares
    Change vs previous 13F +1,128 shares

    13.99% of the 13F portfolio, value $54,864,947.

    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 90,688 shares
    Change vs previous 13F +1,663 shares

    15.04% of the 13F portfolio, value $56,872,895.

    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 89,025 shares
    Change vs previous 13F -20 shares

    15.37% of the 13F portfolio, value $54,516,870.

    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 89,045 shares
    Change vs previous 13F -1,341 shares

    15.74% of the 13F portfolio, value $50,580,479.

    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 90,386 shares
    Change vs previous 13F -23 shares

    15.79% of the 13F portfolio, value $46,450,493.

    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 90,409 shares
    Change vs previous 13F -3,789 shares

    17.88% of the 13F portfolio, value $48,713,378.

    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 94,198 shares
    Change vs previous 13F not available

    18.97% of the 13F portfolio, value $49,705,703.

    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).