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Level Financial Advisors: VTIP position timeline

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

Level Financial Advisors held 35,019 VTIP 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 35,019 shares
    Change vs previous 13F -334 shares

    0.39% of the 13F portfolio, value $1,759,020.

    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 35,353 shares
    Change vs previous 13F -1,479 shares

    0.45% of the 13F portfolio, value $1,765,897.

    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 36,832 shares
    Change vs previous 13F -1,644 shares

    0.48% of the 13F portfolio, value $1,821,725.

    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 38,476 shares
    Change vs previous 13F +117 shares

    0.55% of the 13F portfolio, value $1,948,048.

    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 38,359 shares
    Change vs previous 13F -1,546 shares

    0.6% of the 13F portfolio, value $1,928,297.

    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 39,905 shares
    Change vs previous 13F -1,017 shares

    0.68% of the 13F portfolio, value $1,991,246.

    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 40,922 shares
    Change vs previous 13F -4,776 shares

    0.73% of the 13F portfolio, value $1,981,456.

    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 45,698 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,253,374.

    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).