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Disclosery

Level Wealth Management LLC: DFAC position timeline

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

Level Wealth Management LLC held 62,536 DFAC 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 62,536 shares
    Change vs previous 13F -650 shares

    1.11% of the 13F portfolio, value $2,774,116.

    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 63,186 shares
    Change vs previous 13F +12,397 shares

    1.15% of the 13F portfolio, value $2,455,408.

    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 50,789 shares
    Change vs previous 13F -1,259 shares

    1.03% of the 13F portfolio, value $2,010,725.

    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 52,048 shares
    Change vs previous 13F +3 shares

    1.06% of the 13F portfolio, value $2,007,508.

    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 52,045 shares
    Change vs previous 13F +4 shares

    1.08% of the 13F portfolio, value $1,865,292.

    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 52,041 shares
    Change vs previous 13F +3 shares

    1.12% of the 13F portfolio, value $1,716,840.

    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 52,038 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,799,998.

    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).