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Disclosery

Level Financial Advisors: VWO position timeline

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

Level Financial Advisors held 121,231 VWO 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 121,231 shares
    Change vs previous 13F +3,022 shares

    1.59% of the 13F portfolio, value $7,190,212.

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

  2. period ended2026-06-30
    13F 118,209 shares
    Change vs previous 13F +15,155 shares

    1.58% of the 13F portfolio, value $7,055,920.

    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 103,054 shares
    Change vs previous 13F +8,872 shares

    1.42% of the 13F portfolio, value $5,570,087.

    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 94,182 shares
    Change vs previous 13F +6,421 shares

    1.34% of the 13F portfolio, value $5,063,242.

    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 87,761 shares
    Change vs previous 13F +7,712 shares

    1.34% of the 13F portfolio, value $4,754,885.

    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 80,049 shares
    Change vs previous 13F +9,855 shares

    1.23% of the 13F portfolio, value $3,959,205.

    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 70,194 shares
    Change vs previous 13F +8,040 shares

    1.08% of the 13F portfolio, value $3,176,990.

    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 62,154 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,737,252.

    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).