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Disclosery

Next Level Private LLC: IVW position timeline

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

Next Level Private LLC held 16,968 IVW 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 16,968 shares
    Change vs previous 13F -1,162 shares

    0.46% of the 13F portfolio, value $2,333,626.

    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 18,130 shares
    Change vs previous 13F +1,883 shares

    0.46% of the 13F portfolio, value $2,050,733.

    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 16,247 shares
    Change vs previous 13F -117 shares

    0.52% of the 13F portfolio, value $2,002,583.

    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 16,364 shares
    Change vs previous 13F +6 shares

    0.58% of the 13F portfolio, value $1,990,575.

    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 16,358 shares
    Change vs previous 13F -372 shares

    0.59% of the 13F portfolio, value $1,801,052.

    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 16,730 shares
    Change vs previous 13F +19 shares

    0.58% of the 13F portfolio, value $1,553,036.

    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 16,711 shares
    Change vs previous 13F +20 shares

    0.68% of the 13F portfolio, value $1,696,713.

    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 16,691 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,598,130.

    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).