Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001871734-25-000002
Filing Date
2025-04-10
Accepted
2025-04-10 11:29:58
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2018
2 LevelFinancialAdvisorsInc13f.html INFORMATION TABLE  
2 LevelFinancialAdvisorsInc13f.xml INFORMATION TABLE 42807
  Complete submission text file 0001871734-25-000002.txt   46172
Mailing Address 9310 TRANSIT ROAD SUITE 300 EAST AMHERST NY 14051
Business Address 9310 TRANSIT ROAD SUITE 300 EAST AMHERST NY 14051 7166346113
Level Financial Advisors (Filer) CIK: 0001871734 (see all company filings)

EIN.: 161140261 | State of Incorp.: NY | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21465 | Film No.: 25827283