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Disclosery

Level Wealth Management LLC: VBIL position timeline

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

Level Wealth Management LLC held 45,291 VBIL 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 45,291 shares
    Change vs previous 13F -8,887 shares

    1.37% of the 13F portfolio, value $3,427,630.

    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 54,178 shares
    Change vs previous 13F +2,960 shares

    1.92% of the 13F portfolio, value $4,098,589.

    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 51,218 shares
    Change vs previous 13F +25,654 shares

    1.98% of the 13F portfolio, value $3,863,376.

    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 25,564 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,932,988.

    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).