Skip to content
Disclosery

LEVEL FOUR ADVISORY SERVICES, LLC: VUG position timeline

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

LEVEL FOUR ADVISORY SERVICES, LLC held 109,408 VUG 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 109,408 shares
    Change vs previous 13F +92,332 shares

    0.27% of the 13F portfolio, value $9,424,485.

    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 17,076 shares
    Change vs previous 13F -66 shares

    0.24% of the 13F portfolio, value $7,458,918.

    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 17,142 shares
    Change vs previous 13F +706 shares

    0.27% of the 13F portfolio, value $8,363,343.

    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 16,436 shares
    Change vs previous 13F +91 shares

    0.27% of the 13F portfolio, value $7,883,016.

    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 16,345 shares
    Change vs previous 13F +3,022 shares

    0.26% of the 13F portfolio, value $7,165,850.

    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 13,323 shares
    Change vs previous 13F -1,378 shares

    0.2% of the 13F portfolio, value $4,940,606.

    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 14,701 shares
    Change vs previous 13F -2,625 shares

    0.25% of the 13F portfolio, value $6,034,076.

    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 17,326 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,634,501.

    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).