Skip to main content
Livermore
Livermore
ZHEN

Level Four Advisory Services, LLC

SEC CIK
0001696715
Latest filing
Aug 10, 2026

TFC holding history

Truist Financial 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
41,776
Value
$2.08M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TFC by Level Four Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,776$2.08M0.1%+1,006+2.5%AddedHolders
Q1 202640,770$1.87M0.1%−763−1.8%ReducedHolders
Q4 202541,533$2.04M0.1%+1,643+4.1%AddedHolders
Q3 202539,890$1.82M0.1%+1,014+2.6%AddedHolders
Q2 202538,876$1.67M0.1%−1,164−2.9%ReducedHolders
Q1 202540,040$1.65M0.1%−1,074−2.6%ReducedHolders
Q4 202441,114$1.78M0.1%+386+0.9%AddedHolders
Q3 202440,728$1.75M0.1%−56,156−58.0%ReducedHolders
Q2 202496,884$3.76M0.2%+39,002+67.4%AddedHolders
Q1 202457,882$2.14M0.1%+1,213+2.1%AddedHolders
Q4 202356,669$2.09M0.1%−35,584−38.6%ReducedHolders
Q3 202392,253$2.64M0.2%−21,530−18.9%ReducedHolders
Q2 2023113,783$3.45M0.2%+18,337+19.2%AddedHolders
Q1 202395,446$3.25M0.2%−18,186−16.0%ReducedHolders
Q4 2022113,632$4.89M0.4%+26,297+30.1%AddedHolders
Q3 202287,335$3.80M0.4%+321+0.4%AddedHolders
Q2 202287,014$4.13M0.4%+4,592+5.6%AddedHolders
Q1 202282,422$4.67M0.4%−4,322−5.0%ReducedHolders
Q4 202186,744$5.08M0.4%+9,201+11.9%AddedHolders
Q3 202177,543$4.55M0.5%+7,206+10.2%AddedHolders
Q2 202170,337$3.90M0.3%+5,211+8.0%AddedHolders
Q1 202165,126$3.80M0.3%––Holders

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