Skip to content
Disclosery

Level Financial Advisors: VSS position timeline

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

Level Financial Advisors held 13,712 VSS 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 13,712 shares
    Change vs previous 13F -258 shares

    0.47% of the 13F portfolio, value $2,115,610.

    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 13,970 shares
    Change vs previous 13F -914 shares

    0.52% of the 13F portfolio, value $2,036,758.

    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 14,884 shares
    Change vs previous 13F -553 shares

    0.56% of the 13F portfolio, value $2,133,394.

    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 15,437 shares
    Change vs previous 13F -284 shares

    0.62% of the 13F portfolio, value $2,200,490.

    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 15,721 shares
    Change vs previous 13F -2,253 shares

    0.66% of the 13F portfolio, value $2,112,785.

    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 17,974 shares
    Change vs previous 13F -1,300 shares

    0.71% of the 13F portfolio, value $2,077,804.

    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 19,274 shares
    Change vs previous 13F -2,176 shares

    0.81% of the 13F portfolio, value $2,206,506.

    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 21,450 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $2,701,854.

    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).