Level Financial Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Level Financial Advisors going back to Jan. 20, 2022
- Level Financial Advisors 2025 Q4 - filed Jan. 26, 2026 - new!
- Level Financial Advisors 2025 Q3 - filed Oct. 15, 2025
- Level Financial Advisors 2025 Q2 - filed July 15, 2025
- Level Financial Advisors 2025 Q1 - filed April 10, 2025
- Level Financial Advisors 2024 Q4 - filed Jan. 22, 2025
- Level Financial Advisors 2024 Q3 - filed Oct. 10, 2024
- Level Financial Advisors 2024 Q2 - filed July 23, 2024
- Level Financial Advisors 2024 Q1 - filed April 19, 2024
- Level Financial Advisors 2023 Q4 - filed Jan. 23, 2024
- Level Financial Advisors 2023 Q3 - filed Oct. 18, 2023
- Level Financial Advisors 2023 Q2 - filed July 14, 2023
- Level Financial Advisors 2023 Q1 - filed April 10, 2023
- Level Financial Advisors 2022 Q4 - filed Jan. 23, 2023
- Level Financial Advisors 2022 Q3 - filed Oct. 18, 2022
- Level Financial Advisors 2022 Q2 restated - filed Aug. 10, 2022
- Level Financial Advisors 2022 Q2 - filed July 19, 2022
- Level Financial Advisors 2022 Q1 - filed April 8, 2022
- Level Financial Advisors 2021 Q4 - filed Jan. 20, 2022