Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 28 | Q3 2023 | 6.8% |
MICROSOFT CORP | 28 | Q3 2023 | 3.8% |
ISHARES TR | 28 | Q3 2023 | 5.0% |
ISHARES TR | 28 | Q3 2023 | 4.5% |
AMAZON COM INC | 28 | Q3 2023 | 3.0% |
ISHARES TR | 28 | Q3 2023 | 3.1% |
SPDR S&P 500 ETF TR | 28 | Q3 2023 | 2.4% |
ENTERPRISE PRODS PARTNERS L | 28 | Q3 2023 | 3.4% |
ABBVIE INC | 28 | Q3 2023 | 2.3% |
ISHARES TR | 28 | Q3 2023 | 3.9% |
View LEVEL FOUR ADVISORY SERVICES, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-08 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-10 |
13F-HR | 2023-06-05 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-11 |
13F-HR | 2021-10-12 |
View LEVEL FOUR ADVISORY SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.