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Level Financial Advisors: VTV position timeline

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

Level Financial Advisors held 59,363 VTV 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 59,363 shares
    Change vs previous 13F +7,873 shares

    2.89% of the 13F portfolio, value $12,937,052.

    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 51,490 shares
    Change vs previous 13F +3,031 shares

    2.58% of the 13F portfolio, value $10,102,274.

    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 48,459 shares
    Change vs previous 13F +2,256 shares

    2.45% of the 13F portfolio, value $9,255,262.

    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 46,203 shares
    Change vs previous 13F +1,189 shares

    2.43% of the 13F portfolio, value $8,616,437.

    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 45,014 shares
    Change vs previous 13F +6,305 shares

    2.48% of the 13F portfolio, value $7,955,710.

    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 38,709 shares
    Change vs previous 13F +12,481 shares

    2.27% of the 13F portfolio, value $6,686,529.

    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 26,228 shares
    Change vs previous 13F +5,361 shares

    1.63% of the 13F portfolio, value $4,440,429.

    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 20,867 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,642,780.

    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).