LEVEL FOUR ADVISORY SERVICES, LLC

Position in AI — C3.ai, Inc.

CIK 1696715 DALLAS, TX

Position in AI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$172,128

-$5,500 QoQ

Shares Held

18,936

-10.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#154

of 316 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $110,237,207 across 13 Software - Infrastructure names. AI ranks #13 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	182,005	$67,891,505
2	TWLO	Twilio Inc	61,358	$12,659,996
3	PANW	Palo Alto Networks Inc	27,242	$9,290,066
4	MDB	MongoDB, Inc.	23,260	$7,813,034
5	PLTR	Palantir Technologies Inc.	34,688	$4,047,048
6	ORCL	Oracle Corp	21,540	$3,156,687
7	CRWD	CrowdStrike Holdings, Inc.	9,320	$1,778,116
8	CRWV	CoreWeave, Inc.	11,693	$1,163,921

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,128	18,936	-10.2%	Shares	Sole	2026-08-10
2026-03-31	$177,628	21,096	-20.5%	Shares	Sole	2026-05-14
2025-12-31	$357,583	26,527	-10.1%	Shares	Sole	2026-02-13
2025-09-30	$511,564	29,502	-2.0%	Shares	Sole	2025-11-12
2025-06-30	$739,360	30,092	-3.7%	Shares	Sole	2025-08-13
2025-03-31	$657,559	31,238	+24.0%	Shares	Sole	2025-05-14
2024-12-31	$867,222	25,188	+6.7%	Shares	Sole	2025-02-12
2024-09-30	$572,118	23,612	+9.9%	Shares	Sole	2024-11-14
2024-06-30	$622,234	21,486	+43.3%	Shares	Sole	2024-08-09
2024-03-31	$405,833	14,992	0.0%	Shares	Sole	2024-05-13
2023-12-31	$430,420	14,992	+15.5%	Shares	Sole	2024-02-08
2023-09-30	$331,198	12,978	+90.2%	Shares	Sole	2023-11-13
2023-06-30	$248,634	6,825	—	Shares	Sole	2023-07-10
No filing history on record for this holder in this stock.