Position in WY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$264,632
-$5,881 QoQ
Shares Held
11,054
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#591
of 896 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $9,048,583 across 6 REIT - Specialty names. WY ranks #5 (2.9% of the industry book) .
All Filings in WY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,632 | 11,054 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $270,513 | 11,073 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $303,634 | 12,817 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $277,201 | 11,182 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $286,854 | 11,166 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $343,425 | 11,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $343,655 | 12,208 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $444,040 | 13,114 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $440,556 | 15,518 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $496,922 | 13,838 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $481,147 | 13,838 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $463,824 | 15,128 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $552,479 | 16,487 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $520,766 | 17,284 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $920,545 | 29,695 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $316,330 | 11,076 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $369,420 | 11,154 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $424,442 | 11,199 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $680,787 | 16,532 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $594,267 | 16,707 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $776,033 | 22,546 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,000,929 | 28,116 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $846,498 | 25,246 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $696,429 | 24,419 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,137,374 | 50,640 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $524,534 | 30,946 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||