Position in INTA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$815,543
-$575,185 QoQ
Shares Held
32,350
-40.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#91
of 248 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $59,301,626 across 19 Software - Application names. INTA ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
50,149 | $12,762,920 | |
| 2 | UBER |
Uber Technologies, Inc
|
168,490 | $12,158,238 | |
| 3 | NOW |
ServiceNow, Inc.
|
63,802 | $6,334,262 | |
| 4 | CRM |
Salesforce, Inc.
|
37,313 | $5,845,454 | |
| 5 | ROP |
Roper Technologies Inc
|
15,071 | $5,099,875 | |
| 6 | DOCU |
Docusign, Inc.
|
110,298 | $4,899,437 | |
| 7 | PAYC |
Paycom Software, Inc.
|
19,678 | $2,473,131 | |
| 8 | SHOP |
Shopify Inc.
|
15,881 | $1,813,292 |
All Filings in INTA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,543 | 32,350 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,390,728 | 54,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,501,704 | 32,774 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,694,896 | 41,440 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,329,782 | 25,761 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||