LEVEL FOUR ADVISORY SERVICES, LLC
Position in DPG — Duff & Phelps Utility & Infrastructure Fund Inc.
CIK 1696715
DALLAS, TX
Position in DPG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$404,565
+$75,758 QoQ
Shares Held
28,017
+8.3% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DPG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $44,300,901 across 42 Asset Management names. DPG ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
161,709 | $7,716,753 | |
| 2 | TROW |
Price T Rowe Group Inc
|
82,117 | $7,402,026 | |
| 3 | BLK |
BlackRock, Inc.
|
7,593 | $7,302,264 | |
| 4 | AMP |
Ameriprise Financial Inc
|
13,924 | $6,187,825 | |
| 5 | KKR |
KKR & Co. Inc.
|
22,911 | $2,119,267 | |
| 6 | BX |
Blackstone Inc.
|
18,230 | $2,096,267 | |
| 7 | WT |
WisdomTree, Inc.
|
135,457 | $1,972,253 | |
| 8 | APO |
Apollo Global Management, Inc.
|
6,791 | $756,653 |
All Filings in DPG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,565 | 28,017 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $328,807 | 25,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $323,873 | 25,087 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $307,445 | 24,774 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $285,876 | 23,375 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $234,910 | 20,095 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $151,774 | 12,928 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||