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Level Four Advisory Services, LLC

SEC CIK
0001696715
Latest filing
Aug 10, 2026

EXC holding history

Exelon Corp in every 13F filed by Level Four Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
7,653
Value
$356.8K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of EXC by Level Four Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,653$356.8K<0.1%−154−2.0%ReducedHolders
Q1 20267,807$382.7K<0.1%+223+2.9%AddedHolders
Q4 20257,584$330.6K<0.1%−2,206−22.5%ReducedHolders
Q3 20259,790$440.7K<0.1%+30+0.3%AddedHolders
Q2 20259,760$423.8K<0.1%+2,081+27.1%AddedHolders
Q1 20257,679$353.9K<0.1%+7,679NewHolders
Q2 20240$00.0%−6,759−100.0%Sold outHolders
Q1 20246,759$242.7K<0.1%00.0%UnchangedHolders
Q4 20236,759$242.7K<0.1%+109+1.6%AddedHolders
Q3 20236,650$251.3K<0.1%+194+3.0%AddedHolders
Q2 20236,456$263.0K<0.1%+511+8.6%AddedHolders
Q1 20235,945$249.0K<0.1%+435+7.9%AddedHolders
Q4 20225,510$238.2K<0.1%+5,510NewHolders
Q3 20220$00.0%−5,094−100.0%Sold outHolders
Q2 20225,094$231.0K<0.1%+102+2.0%AddedHolders
Q1 20224,992$238.0K<0.1%+288+6.1%AddedHolders
Q4 20214,704$272.0K<0.1%+4,704NewHolders
Q3 20210$00.0%−26,889−100.0%Sold outHolders
Q2 202126,889$1.19M0.1%−777−2.8%ReducedHolders
Q1 202127,666$1.21M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.