Position in UFPT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,841,327
+$292,140 QoQ
Shares Held
6,945
-13.2% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#94
of 277 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFPT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $15,028,094 across 9 Medical Devices names. UFPT ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
51,008 | $3,990,355 | |
| 2 | DXCM |
Dexcom Inc
|
57,446 | $3,868,988 | |
| 3 | ABT |
Abbott Laboratories
|
25,087 | $2,276,394 | |
| 4 | UFPT |
Ufp Technologies Inc
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|
6,945 | $1,841,327 | |
| 5 | SYK |
Stryker Corp
|
4,239 | $1,334,606 | |
| 6 | BSX |
Boston Scientific Corp
|
13,749 | $586,807 | |
| 7 | EW |
Edwards Lifesciences Corp
|
4,742 | $428,961 | |
| 8 | PHG |
Koninklijke Philips NV
|
13,920 | $378,484 |
All Filings in UFPT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,841,327 | 6,945 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,549,187 | 8,002 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,422,990 | 6,409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,591,410 | 7,973 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,904,448 | 7,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,434,359 | 7,111 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $225,193 | 921 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||