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Disclosery

Level Wealth Management LLC: VEA position timeline

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

Level Wealth Management LLC held 399,419 VEA 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 399,419 shares
    Change vs previous 13F +26,460 shares

    11.4% of the 13F portfolio, value $28,458,606.

    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 372,959 shares
    Change vs previous 13F +32,388 shares

    11.2% of the 13F portfolio, value $23,899,242.

    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 340,571 shares
    Change vs previous 13F -11,335 shares

    10.88% of the 13F portfolio, value $21,275,483.

    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 351,906 shares
    Change vs previous 13F +24,602 shares

    11.1% of the 13F portfolio, value $21,086,195.

    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 327,304 shares
    Change vs previous 13F -51,899 shares

    10.85% of the 13F portfolio, value $18,659,627.

    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 379,203 shares
    Change vs previous 13F +44,341 shares

    12.61% of the 13F portfolio, value $19,274,898.

    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 334,862 shares
    Change vs previous 13F not available

    11.31% of the 13F portfolio, value $16,013,092.

    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).