Level Financial Advisors

Business address
9310 Transit Road, Suite 300, East Amherst, NY, 14051
Top securities (13F)
VOO, VGSH, VEA, BSV, DUHP, VCSH, DFGR, DFIP, VMBS, DFEM, VUG, DFUV, VTV, DFLV, BNDX, DFIS, AVRE, VTI, PG, and AVEM
State of incorporation
NY
Fiscal year end
31 December
Former names
Level Financial Advisors, Inc. (to 23 Jan 2024)
⭐ Add to watchlist ⭐
Level Financial Advisors has filed 19 SEC EDGAR filings since 20 Jan 2022

Latest Filings

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