13F Filings History of LEVEL FOUR FINANCIAL, LLC

Latest 13F report
Q3 2021 - 12 Oct 2021
Value $
$229,373,000
Signature - Title
Kimberly K. Miller - Compliance Director
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by LEVEL FOUR FINANCIAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEVEL FOUR FINANCIAL, LLC reported 293 stock holdings with total value $229,373,000 as of Q3 2021. Top holdings included AAPL, MSFT, SCHD, AMZN, and CFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 293 $229,373,000 +$23,259,724 -$27,936,035 -$4,676,311 AAPL, MSFT, SCHD, AMZN, CFA 13F-HR 12 Oct 2021, 11:39
Q2 2021 317 $237,157,000 +$36,966,288 -$25,633,971 +$11,332,317 AAPL, SCHD, MSFT, AMZN, CFA 13F-HR 09 Aug 2021, 12:46
Q1 2021 281 $214,510,000 +$35,599,788 -$64,028,961 -$28,429,173 AAPL, SCHD, JOE, BLOK, CFA 13F-HR 10 May 2021, 12:03
Q4 2020 306 $231,430,000 $0 $0 $0 AAPL, JOE, AMZN, SCHD, MSFT 13F-HR 12 Feb 2021, 11:13