LEVEL FOUR ADVISORY SERVICES, LLC: VLO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEVEL FOUR ADVISORY SERVICES, LLC on VLO, newest first. How the timeline and the estimate are built.
LEVEL FOUR ADVISORY SERVICES, LLC held 13,586 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 13,586 sharesChange vs previous 13F +497 shares
0.1% of the 13F portfolio, value $3,538,495.
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 13,089 sharesChange vs previous 13F +371 shares
0.11% of the 13F portfolio, value $3,234,242.
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 12,718 sharesChange vs previous 13F +530 shares
0.07% of the 13F portfolio, value $2,070,379.
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 12,188 sharesChange vs previous 13F -100 shares
0.07% of the 13F portfolio, value $2,075,172.
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 12,288 sharesChange vs previous 13F -1,038 shares
0.06% of the 13F portfolio, value $1,651,823.
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 13,326 sharesChange vs previous 13F -341 shares
0.07% of the 13F portfolio, value $1,759,965.
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 13,667 sharesChange vs previous 13F -143 shares
0.07% of the 13F portfolio, value $1,675,505.
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 13,810 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,792,022.
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).