| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2021 | 5.8% |
| SCHWAB STRATEGIC TR | 4 | Q3 2021 | 2.6% |
| MICROSOFT CORP | 4 | Q3 2021 | 2.6% |
| AMAZON COM INC | 4 | Q3 2021 | 2.6% |
| VICTORY PORTFOLIOS II | 4 | Q3 2021 | 2.1% |
| ST JOE CO | 4 | Q3 2021 | 3.0% |
| VANGUARD BD INDEX FDS | 4 | Q3 2021 | 1.7% |
| ISHARES TR | 4 | Q3 2021 | 1.6% |
| ISHARES TR | 4 | Q3 2021 | 1.6% |
| VANGUARD INDEX FDS | 4 | Q3 2021 | 1.6% |
View LEVEL FOUR FINANCIAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| X-17A-5 | 2023-03-31 |
| FOCUSN | 2022-04-15 |
| X-17A-5 | 2022-04-15 |
| 13F-HR | 2021-10-12 |
| 13F-HR | 2021-08-09 |
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-02-12 |
| MA-I/A | 2020-08-03 |
| MA-W | 2020-08-03 |
| MA-A | 2020-06-17 |
View LEVEL FOUR FINANCIAL, 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.