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Level Wealth Management LLC: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Level Wealth Management LLC on V, newest first. How the timeline and the estimate are built.

Level Wealth Management LLC held 5,141 V shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,141 shares
    Change vs previous 13F +90 shares

    0.71% of the 13F portfolio, value $1,763,826.

    13F-HR 0002036775-26-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,051 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,526,614.

    13F-HR 0002036775-26-000002 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,051 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,771,436.

    13F-HR 0002036775-26-000001 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,051 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,724,310.

    13F-HR 0002036775-25-000005 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,051 shares
    Change vs previous 13F -447 shares

    1.04% of the 13F portfolio, value $1,793,358.

    13F-HR 0002001434-25-000007 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,498 shares
    Change vs previous 13F -362 shares

    1.26% of the 13F portfolio, value $1,926,829.

    13F-HR 0002036775-25-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 5,860 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,851,994.

    13F-HR/A 0002001434-25-000003 filed by Level Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).