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LEVEL FOUR ADVISORY SERVICES, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEVEL FOUR ADVISORY SERVICES, LLC on AVUV, newest first. How the timeline and the estimate are built.

LEVEL FOUR ADVISORY SERVICES, LLC held 71,391 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,391 shares
    Change vs previous 13F +14,013 shares

    0.25% of the 13F portfolio, value $8,906,825.

    13F-HR 0001696715-26-000005 filed by LEVEL FOUR ADVISORY SERVICES, 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 57,378 shares
    Change vs previous 13F -1,987 shares

    0.21% of the 13F portfolio, value $6,338,581.

    13F-HR 0001696715-26-000004 filed by LEVEL FOUR ADVISORY SERVICES, 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 59,365 shares
    Change vs previous 13F +2,082 shares

    0.2% of the 13F portfolio, value $6,054,058.

    13F-HR 0001696715-26-000001 filed by LEVEL FOUR ADVISORY SERVICES, 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 57,283 shares
    Change vs previous 13F +985 shares

    0.2% of the 13F portfolio, value $5,701,428.

    13F-HR 0001696715-25-000003 filed by LEVEL FOUR ADVISORY SERVICES, 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 56,298 shares
    Change vs previous 13F +1,574 shares

    0.19% of the 13F portfolio, value $5,128,789.

    13F-HR 0001085146-25-004979 filed by LEVEL FOUR ADVISORY SERVICES, 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 54,724 shares
    Change vs previous 13F +1,846 shares

    0.2% of the 13F portfolio, value $4,770,300.

    13F-HR 0001085146-25-003068 filed by LEVEL FOUR ADVISORY SERVICES, 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 52,878 shares
    Change vs previous 13F +343 shares

    0.21% of the 13F portfolio, value $5,104,394.

    13F-HR 0001085146-25-001041 filed by LEVEL FOUR ADVISORY SERVICES, LLC
    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 52,535 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,977,734.

    13F-HR 0001085146-24-005789 filed by LEVEL FOUR ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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