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Level Wealth Management LLC: VTEB position timeline

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

Level Wealth Management LLC held 306,836 VTEB 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 306,836 shares
    Change vs previous 13F +38,129 shares

    6.22% of the 13F portfolio, value $15,519,761.

    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 268,707 shares
    Change vs previous 13F +72,165 shares

    6.28% of the 13F portfolio, value $13,405,788.

    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 196,542 shares
    Change vs previous 13F +31,558 shares

    5.05% of the 13F portfolio, value $9,884,093.

    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 164,984 shares
    Change vs previous 13F +16,138 shares

    4.35% of the 13F portfolio, value $8,260,745.

    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 148,846 shares
    Change vs previous 13F -52,860 shares

    4.24% of the 13F portfolio, value $7,297,915.

    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 201,706 shares
    Change vs previous 13F +10,186 shares

    6.55% of the 13F portfolio, value $10,008,648.

    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 191,520 shares
    Change vs previous 13F not available

    6.78% of the 13F portfolio, value $9,600,893.

    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).