LEVEL FOUR ADVISORY SERVICES, LLC
Position in PEO — Adams Natural Resources Fund, Inc.
CIK 1696715
DALLAS, TX
Position in PEO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$588,275
+$316,612 QoQ
Shares Held
21,161
+69.3% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEO 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. PEO ranks #10 (1.3% 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 PEO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,275 | 21,161 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $271,663 | 12,496 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $263,770 | 12,257 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $256,675 | 12,011 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $276,069 | 12,103 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||