Position in MDB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,813,034
+$1,652,174 QoQ
Shares Held
23,260
-7.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#227
of 867 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $110,237,207 across 13 Software - Infrastructure names. MDB ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
This page
|
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 |
All Filings in MDB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,813,034 | 23,260 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,160,860 | 25,170 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,515,565 | 13,142 | Shares | Sole | 2026-02-13 | |
| 2022-03-31 | $480,407 | 1,083 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $578,070 | 1,599 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $597,438 | 2,234 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $726,337 | 2,023 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $441,952 | 1,909 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $410,807 | 1,815 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $254,237 | 1,862 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||