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Level Financial Advisors: VTI position timeline

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

Level Financial Advisors held 22,080 VTI 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 22,080 shares
    Change vs previous 13F -138 shares

    1.83% of the 13F portfolio, value $8,170,644.

    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 22,218 shares
    Change vs previous 13F +1,282 shares

    1.82% of the 13F portfolio, value $7,127,763.

    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 20,936 shares
    Change vs previous 13F -100 shares

    1.86% of the 13F portfolio, value $7,019,220.

    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 21,036 shares
    Change vs previous 13F -323 shares

    1.95% of the 13F portfolio, value $6,903,391.

    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 21,359 shares
    Change vs previous 13F +2,425 shares

    2.02% of the 13F portfolio, value $6,491,646.

    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 18,934 shares
    Change vs previous 13F -25 shares

    1.77% of the 13F portfolio, value $5,203,825.

    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 18,959 shares
    Change vs previous 13F +87 shares

    2.02% of the 13F portfolio, value $5,494,514.

    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 18,872 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $5,343,800.

    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).