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Disclosery

Level Financial Advisors: VTEB position timeline

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

Level Financial Advisors held 6,101 VTEB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,101 shares
    Change vs previous 13F +1,330 shares

    0.06% of the 13F portfolio, value $288,959.

    13F-HR 0001871734-26-000005 filed by Level Financial Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,771 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $241,317.

    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).

  3. period ended2026-03-31
    13F 4,771 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $238,025.

    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).

  4. period ended2025-12-31
    13F 4,771 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $239,934.

    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).

  5. period ended2025-09-30
    13F 4,771 shares
    Change vs previous 13F +311 shares

    0.07% of the 13F portfolio, value $238,884.

    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).

  6. period ended2025-06-30
    13F 4,460 shares
    Change vs previous 13F -3,756 shares

    0.07% of the 13F portfolio, value $218,674.

    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).

  7. period ended2025-03-31
    13F 8,216 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $407,678.

    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).

  8. period ended2024-12-31
    13F 8,216 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $411,868.

    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).