LEVEL FOUR ADVISORY SERVICES, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,046,288
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 866 | 3,046,288 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
| Q4 2025 | 2/13/2026 | 842 | 3,056,199 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
| Q3 2025 | 11/12/2025 | 802 | 2,920,617 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
| Q2 2025 | 8/13/2025 | 784 | 2,713,386 | 13F-HR | LEVEL FOUR ADVISORY SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.91 M | 62.7% | 0 | 796.7 K | -796.7 K |
| ETFs | 1.13 M | 37.1% | 789.6 K | 0 | 789.6 K |
| Debt | 4.207 K | 0.1% | 0 | 97 | -97 |
| Other | 1.024 K | 0.0% | 0 | 3.64 K | -3.64 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
3,046,288
Holdings
866
QoQ value change ($000)
-9,911
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.