LEVEL FOUR ADVISORY SERVICES, LLC: FRDM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEVEL FOUR ADVISORY SERVICES, LLC on FRDM, newest first. How the timeline and the estimate are built.
LEVEL FOUR ADVISORY SERVICES, LLC held 20,852 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 20,852 sharesChange vs previous 13F -259 shares
0.04% of the 13F portfolio, value $1,520,181.
13F-HR 0001696715-26-000005 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,111 sharesChange vs previous 13F -1,937 shares
0.04% of the 13F portfolio, value $1,153,735.
13F-HR 0001696715-26-000004 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,048 sharesChange vs previous 13F -1,988 shares
0.04% of the 13F portfolio, value $1,181,698.
13F-HR 0001696715-26-000001 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,036 sharesChange vs previous 13F +1,468 shares
0.04% of the 13F portfolio, value $1,109,357.
13F-HR 0001696715-25-000003 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,568 sharesChange vs previous 13F +137 shares
0.04% of the 13F portfolio, value $952,150.
13F-HR 0001085146-25-004979 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,431 sharesChange vs previous 13F -4,123 shares
0.03% of the 13F portfolio, value $821,319.
13F-HR 0001085146-25-003068 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,554 sharesChange vs previous 13F -762 shares
0.04% of the 13F portfolio, value $900,481.
13F-HR 0001085146-25-001041 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,316 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $984,567.
13F-HR 0001085146-24-005789 filed by LEVEL FOUR ADVISORY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).