Position in B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,466,555
-$130,740 QoQ
Shares Held
39,928
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#422
of 1,002 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $5,347,315 across 4 Gold names. B ranks #2 (27.4% of the industry book) .
All Filings in B
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,466,555 | 39,928 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,597,295 | 39,159 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,756,545 | 40,334 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,157,174 | 35,312 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $553,666 | 26,593 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||