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LEVEL FOUR ADVISORY SERVICES, LLC: IWD position timeline

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

LEVEL FOUR ADVISORY SERVICES, LLC held 29,871 IWD 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 29,871 shares
    Change vs previous 13F +20,449 shares

    0.2% of the 13F portfolio, value $7,241,700.

    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 9,422 shares
    Change vs previous 13F -79,479 shares

    0.07% of the 13F portfolio, value $2,013,404.

    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 88,901 shares
    Change vs previous 13F +77,146 shares

    0.61% of the 13F portfolio, value $18,700,370.

    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 11,755 shares
    Change vs previous 13F +4,011 shares

    0.08% of the 13F portfolio, value $2,393,094.

    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 7,744 shares
    Change vs previous 13F -32,950 shares

    0.06% of the 13F portfolio, value $1,503,782.

    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 40,694 shares
    Change vs previous 13F -84,594 shares

    0.31% of the 13F portfolio, value $7,656,298.

    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 125,288 shares
    Change vs previous 13F +119,057 shares

    0.95% of the 13F portfolio, value $23,194,555.

    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 6,231 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,170,097.

    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).