Filer Snapshot

Level Financial Advisors SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001871734.

Entity Type

Company

Total Filings

20

Latest Filing

26 Jan 2026

Industry

n/a

Save or continue research

Save this filer for return loops, then jump into the latest filing evidence.

Save this research page

Create a free account to save this filer and follow future SEC filing updates.

Create account to save this page
Review latest filings on this page Browse SEC filer directory
Business address
9310 Transit Road, Suite 300, East Amherst, NY, 14051
Top securities (13F)
VOO, VGSH, VEA, BSV, DUHP, VCSH, DFGR, DFIP, DFEM, VMBS, VUG, DFLV, VTV, DFUV, BNDX, DFIS, AVRE, VTI, AVEM, and PG
State of incorporation
NY
Fiscal year end
31 December
Former names
Level Financial Advisors, Inc. (to 23 Jan 2024)

Sponsored

Quick Takeaways

  • Level Financial Advisors is an SEC filer tracked under CIK 0001871734.
  • 20 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 26 Jan 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0001871734.

See Original Filing

Filer Overview

Level Financial Advisors has filed 20 SEC EDGAR filings since 20 Jan 2022. Common forms include 13F-HR, N-PX, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for Level Financial Advisors with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2026 31 Dec 2025 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2025 30 Sep 2025 028-21465
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2025 30 Jun 2025 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2025 30 Jun 2025 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Apr 2025 31 Mar 2025 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2025 31 Dec 2024 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2024 30 Sep 2024 028-21465
N-PX Open N-PX document View SEC filing for N-PX 01 Aug 2024 30 Jun 2024 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2024 30 Jun 2024 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2024 31 Mar 2024 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2024 31 Dec 2023 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2023 30 Sep 2023 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2023 30 Jun 2023 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Apr 2023 31 Mar 2023 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2023 31 Dec 2022 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2022 30 Sep 2022 028-21465
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 10 Aug 2022 30 Jun 2022 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2022 30 Jun 2022 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Apr 2022 31 Mar 2022 028-21465
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2022 31 Dec 2021 028-21465

About this filer

Level Financial Advisors files with the SEC under CIK 0001871734. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Sponsored