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Disclosery

Level Wealth Management LLC: VWO position timeline

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

Level Wealth Management LLC held 150,938 VWO 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 150,938 shares
    Change vs previous 13F +12,103 shares

    3.61% of the 13F portfolio, value $9,009,471.

    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 138,835 shares
    Change vs previous 13F +15,384 shares

    3.52% of the 13F portfolio, value $7,504,007.

    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 123,451 shares
    Change vs previous 13F -12,923 shares

    3.39% of the 13F portfolio, value $6,636,701.

    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 136,374 shares
    Change vs previous 13F +6,934 shares

    3.89% of the 13F portfolio, value $7,388,759.

    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 129,440 shares
    Change vs previous 13F -16,416 shares

    3.72% of the 13F portfolio, value $6,402,087.

    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 145,856 shares
    Change vs previous 13F +16,827 shares

    4.32% of the 13F portfolio, value $6,601,421.

    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 129,029 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $5,682,448.

    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).