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Next Level Private LLC: WFC position timeline

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

Next Level Private LLC held 4,057 WFC 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 4,057 shares
    Change vs previous 13F +26 shares

    0.07% of the 13F portfolio, value $335,298.

    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 4,031 shares
    Change vs previous 13F -3 shares

    0.07% of the 13F portfolio, value $320,885.

    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 4,034 shares
    Change vs previous 13F +968 shares

    0.1% of the 13F portfolio, value $375,946.

    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 3,066 shares
    Change vs previous 13F +201 shares

    0.07% of the 13F portfolio, value $247,397.

    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 2,865 shares
    Change vs previous 13F +28 shares

    0.07% of the 13F portfolio, value $229,523.

    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 2,837 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $203,655.

    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).