Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π LEVEL FOUR ADVISORY SERVICES, LLC underperformed the S&P 500 by β2.5% annually on this ERH position. Timing score: 60% (3/5 decisions correct). Average cost basis: $9.98. Maximum drawdown during holding period: β2.6%.
β οΈ Trailed SPY by 2.5% ann. on this position.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $9.66 (2024 Q4) Β· Worst: $11.88 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size