CFA VICTORY PORTFOLIOS II

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in VICTORY PORTFOLIOS II (CFA). 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.

Peak position
0.22% (2021 Q4)
Avg. % of fund
0.11%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 32,625 -809 -2.4% 0.10% $3.0M $90.78
2025 Q3 REDUCED 33,434 -992 -2.9% 0.10% $3.0M $90.37
2025 Q2 REDUCED 34,426 -153 -0.4% 0.11% $3.0M $87.07
2025 Q1 ADDED 34,579 +487 +1.4% 0.12% $2.9M $83.30
2024 Q4 REDUCED 34,092 -880 -2.5% 0.12% $2.9M $83.57
2024 Q3 ADDED 34,972 +2,194 +6.7% 0.13% $3.0M $84.43
2024 Q2 ADDED 32,778 +772 +2.4% 0.12% $2.6M $77.50
2024 Q1 UNCHANGED 32,006 0% 0.13% $2.4M $79.22
2023 Q4 ADDED 32,006 +476 +1.5% 0.13% $2.4M $72.46
2023 Q3 REDUCED 31,530 -260 -0.8% 0.14% $2.1M $65.73
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CFA price (monthly, adj. close)
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