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Disclosery

Level Wealth Management LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Level Wealth Management LLC on BSV, newest first. How the timeline and the estimate are built.

Level Wealth Management LLC held 34,088 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,088 shares
    Change vs previous 13F +3,141 shares

    1.06% of the 13F portfolio, value $2,655,822.

    13F-HR 0002036775-26-000003 filed by Level Wealth Management LLC
    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 30,947 shares
    Change vs previous 13F +682 shares

    1.14% of the 13F portfolio, value $2,426,548.

    13F-HR 0002036775-26-000002 filed by Level Wealth Management LLC
    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 30,265 shares
    Change vs previous 13F -3,731 shares

    1.22% of the 13F portfolio, value $2,385,168.

    13F-HR 0002036775-26-000001 filed by Level Wealth Management LLC
    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 33,996 shares
    Change vs previous 13F +341 shares

    1.41% of the 13F portfolio, value $2,682,595.

    13F-HR 0002036775-25-000005 filed by Level Wealth Management LLC
    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 33,655 shares
    Change vs previous 13F +7,118 shares

    1.54% of the 13F portfolio, value $2,648,613.

    13F-HR 0002001434-25-000007 filed by Level Wealth Management LLC
    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 26,537 shares
    Change vs previous 13F +4,276 shares

    1.36% of the 13F portfolio, value $2,077,318.

    13F-HR 0002036775-25-000003 filed by Level Wealth Management LLC
    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/A 22,261 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,720,074.

    13F-HR/A 0002001434-25-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).