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LEVEL FOUR ADVISORY SERVICES, LLC: BNY position timeline

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

LEVEL FOUR ADVISORY SERVICES, LLC held 2,937 BNY 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 2,937 shares
    Change vs previous 13F -266 shares

    0.01% of the 13F portfolio, value $424,720.

    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 3,203 shares
    Change vs previous 13F +286 shares

    0.01% of the 13F portfolio, value $379,972.

    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 2,917 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $338,635.

    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 2,870 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $312,715.

    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 2,633 shares
    Change vs previous 13F +2,633 shares

    0.01% of the 13F portfolio, value $239,893.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,020 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 4,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $303,008.

    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).