LFAS
SMLR

Level Four Advisory Services’s Semler Scientific SMLR Stock Holding History

Level Four Advisory Services’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,860
Closed -$640K – 785
2024
Q4 		$640K Buy
+11,860
New +$545K 0.03% 446

Other funds holding SMLR

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Level Four Advisory Services's SMLR Position: Q1 2025 in Review

Level Four Advisory Services sold out of Semler Scientific (SMLR) in Q1 2025, closing a stake of 11,860 shares — an estimated $640K sold.

Level Four Advisory Services first reported a position in SMLR in Q4 2024 and held it in 1 quarter. The position peaked at $640K in Q4 2024. 125 funds tracked by Wall St. Rank hold SMLR as of Q1 2025.

  • Level Four Advisory Services reported no remaining Semler Scientific position as of Q1 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 11,860 Semler Scientific shares in Q1 2025, an estimated $640K.
  • Level Four Advisory Services first reported a position in Semler Scientific in Q4 2024 and held it in 1 quarter.
  • Level Four Advisory Services's Semler Scientific position peaked at $640K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Semler Scientific as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.