XYZ SQUARE INC

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in SQUARE INC (XYZ). 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
0.11% (2021 Q1)
Avg. % of fund
0.06%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,529 +1,782 +102.0% 0.01% $255K $72.27
2022 Q1 ADDED 1,747 +423 +31.9% 0.02% $237K $135.60
2021 Q4 REDUCED 1,324 -3,966 -75.0% 0.02% $214K $161.51
2021 Q2 REDUCED 5,290 -1,141 -17.7% 0.09% $1.3M $243.80
2021 Q1 ADDED 6,431 +635 +11.0% 0.11% $1.5M $227.05
2020 Q4 REDUCED 5,796 -350 -5.7% 0.10% $1.3M $217.64
2020 Q3 REDUCED 6,146 -2,923 -32.2% 0.08% $999K $162.55
2020 Q1 REDUCED 9,069 -1,871 -17.1% 0.06% $475K $52.38
2019 Q4 REDUCED 10,940 -656 -5.7% 0.03% $683K $62.56
2019 Q3 ADDED 11,596 +1,176 +11.3% 0.07% $718K $61.95
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% of Fund (quarterly)    XYZ price (monthly, adj. close)
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