Position in VST
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$509,043
+$224,469 QoQ
Shares Held
3,209
+69.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#864
of 1,395 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VST Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $1,959,535 across 3 Utilities - Independent Power Producers names. VST ranks #2 (26.0% of the industry book) .
All Filings in VST
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,043 | 3,209 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $284,574 | 1,893 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $485,441 | 3,009 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,172,973 | 5,987 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,456,675 | 7,516 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,150,559 | 9,797 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $902,634 | 6,547 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $927,931 | 7,828 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||