Level Financial Advisors
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 1871734
EAST AMHERST, NY
All Filings in VGSR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $1,070,415 | 103,622 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 VGSR | $1,096,700 | 105,452 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 VGSR | $1,045,393 | 98,159 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 VGSR | $1,031,188 | 98,584 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 VGSR | $976,623 | 96,314 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 VGSR | $972,754 | 96,122 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 VGSR | $1,041,229 | 93,720 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 VGSR | $961,285 | 99,409 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 VGSR | $924,160 | 94,254 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 VGSR | $950,931 | 95,475 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||