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Disclosery

Next Level Private LLC: IVV position timeline

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

Next Level Private LLC held 2,955 IVV 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 2,955 shares
    Change vs previous 13F -79 shares

    0.43% of the 13F portfolio, value $2,213,123.

    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 3,034 shares
    Change vs previous 13F +1,868 shares

    0.45% of the 13F portfolio, value $1,981,776.

    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 1,166 shares
    Change vs previous 13F +76 shares

    0.21% of the 13F portfolio, value $798,389.

    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 1,090 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $735,524.

    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 1,089 shares
    Change vs previous 13F +17 shares

    0.22% of the 13F portfolio, value $676,036.

    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 1,072 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $602,201.

    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 1,070 shares
    Change vs previous 13F +20 shares

    0.25% of the 13F portfolio, value $629,954.

    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 1,050 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $605,519.

    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).