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Disclosery

Level Wealth Management LLC: DFAI position timeline

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

Level Wealth Management LLC held 53,756 DFAI 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 53,756 shares
    Change vs previous 13F -484 shares

    0.89% of the 13F portfolio, value $2,217,426.

    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 54,240 shares
    Change vs previous 13F -2,561 shares

    0.99% of the 13F portfolio, value $2,113,187.

    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 56,801 shares
    Change vs previous 13F -1,421 shares

    1.11% of the 13F portfolio, value $2,164,679.

    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 58,222 shares
    Change vs previous 13F -4,631 shares

    1.11% of the 13F portfolio, value $2,116,359.

    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 62,853 shares
    Change vs previous 13F +194 shares

    1.26% of the 13F portfolio, value $2,172,828.

    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 62,659 shares
    Change vs previous 13F -1,455 shares

    1.28% of the 13F portfolio, value $1,956,850.

    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 64,114 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,872,129.

    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).