Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in ALLSPRING UTILITIES AND HIGH (ERH). 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 Q4 | ADDED | 20,869 | +353 | +1.7% | 0.01% | $247K | $11.57 |
| 2025 Q3 | ADDED | 20,516 | +365 | +1.8% | 0.01% | $254K | $11.88 |
| 2025 Q2 | ADDED | 20,151 | +910 | +4.7% | 0.01% | $233K | $10.86 |
| 2025 Q1 | ADDED | 19,241 | +3,376 | +21.3% | 0.01% | $212K | $10.14 |
| 2024 Q4 | ADDED | 15,865 | +4,252 | +36.6% | 0.01% | $170K | $9.66 |
| 2024 Q3 | INITIATED | 11,613 | — | — | 0.01% | $128K | $9.87 |
As of 2025 Q4 — sorted by position size