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Disclosery

Next Level Private LLC: INCM position timeline

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

Next Level Private LLC held 439,360 INCM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 439,360 shares
    Change vs previous 13F +43,892 shares

    2.48% of the 13F portfolio, value $12,677,742.

    13F-HR 0001951757-26-000969 filed by Next Level Private 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 395,468 shares
    Change vs previous 13F +84,939 shares

    2.57% of the 13F portfolio, value $11,369,705.

    13F-HR 0001951757-26-000708 filed by Next Level Private 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 310,529 shares
    Change vs previous 13F +30,423 shares

    2.28% of the 13F portfolio, value $8,707,235.

    13F-HR 0001951757-26-000014 filed by Next Level Private 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 280,106 shares
    Change vs previous 13F +23,672 shares

    2.26% of the 13F portfolio, value $7,798,164.

    13F-HR 0001951757-25-001186 filed by Next Level Private 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 256,434 shares
    Change vs previous 13F -2,374 shares

    2.26% of the 13F portfolio, value $6,936,545.

    13F-HR 0001951757-25-000589 filed by Next Level Private 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 258,808 shares
    Change vs previous 13F +20,875 shares

    2.57% of the 13F portfolio, value $6,892,057.

    13F-HR 0001951757-25-000316 filed by Next Level Private 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 237,933 shares
    Change vs previous 13F +13,233 shares

    2.51% of the 13F portfolio, value $6,210,041.

    13F-HR 0001951757-25-000105 filed by Next Level Private LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 224,700 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $6,107,344.

    13F-HR 0001951757-24-001003 filed by Next Level Private LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).