LEVEL FOUR ADVISORY SERVICES, LLC: IDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEVEL FOUR ADVISORY SERVICES, LLC on IDA, newest first. How the timeline and the estimate are built.
LEVEL FOUR ADVISORY SERVICES, LLC held 5,830 IDA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,830 sharesChange vs previous 13F -45 shares
0.02% of the 13F portfolio, value $882,079.
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 5,875 sharesChange vs previous 13F -51 shares
0.03% of the 13F portfolio, value $839,949.
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 5,926 sharesChange vs previous 13F -40 shares
0.02% of the 13F portfolio, value $749,995.
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 5,966 sharesChange vs previous 13F -2 shares
0.03% of the 13F portfolio, value $788,407.
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 5,968 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $689,006.
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).