LEVEL FOUR ADVISORY SERVICES, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1696715
DALLAS, TX
Position in WPM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$216,166
+$13,797 QoQ
Shares Held
1,650
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $5,347,315 across 4 Gold names.
All Filings in WPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,166 | 1,650 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $202,369 | 1,722 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||