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Disclosery

Level Wealth Management LLC: VTI position timeline

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

Level Wealth Management LLC held 186,228 VTI 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 186,228 shares
    Change vs previous 13F +15,768 shares

    27.6% of the 13F portfolio, value $68,911,812.

    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 170,460 shares
    Change vs previous 13F +13,930 shares

    25.62% of the 13F portfolio, value $54,685,159.

    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 156,530 shares
    Change vs previous 13F +1,870 shares

    26.84% of the 13F portfolio, value $52,479,887.

    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 154,660 shares
    Change vs previous 13F +7,308 shares

    26.72% of the 13F portfolio, value $50,754,883.

    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 147,352 shares
    Change vs previous 13F -34,298 shares

    26.04% of the 13F portfolio, value $44,784,621.

    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 181,650 shares
    Change vs previous 13F +23,193 shares

    32.67% of the 13F portfolio, value $49,924,620.

    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 158,457 shares
    Change vs previous 13F not available

    32.44% of the 13F portfolio, value $45,922,389.

    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).