Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in AGF INVTS TR (BTAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 360,604 | +11,129 | +3.2% | 0.20% | $5.7M | $15.53 |
| 2025 Q2 | ADDED | 349,475 | +9,515 | +2.8% | 0.23% | $6.2M | $17.27 |
| 2025 Q1 | ADDED | 339,960 | +19,758 | +6.2% | 0.29% | $7.1M | $20.33 |
| 2024 Q4 | ADDED | 320,202 | +13,913 | +4.5% | 0.24% | $5.9M | $18.03 |
| 2024 Q3 | ADDED | 306,289 | +291,088 | +1914.9% | 0.26% | $6.1M | $18.47 |
| 2024 Q2 | ADDED | 15,201 | +2,201 | +16.9% | 0.01% | $298K | $18.49 |
| 2022 Q3 | INITIATED | 13,000 | — | — | 0.03% | $264K | $17.86 |
As of 2025 Q4 — sorted by position size