Next Level Wealth Planning, LLC: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Next Level Wealth Planning, LLC on APH, newest first. How the timeline and the estimate are built.
Next Level Wealth Planning, LLC held 4,400 APH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 4,400 sharesChange vs previous 13F 0 shares
0.34% of the 13F portfolio, value $775,808.
13F-HR 0002085853-26-000911 filed by Next Level Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,400 sharesChange vs previous 13F 0 shares
0.29% of the 13F portfolio, value $555,940.
13F-HR 0002085853-26-000441 filed by Next Level Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,400 sharesChange vs previous 13F -25 shares
0.32% of the 13F portfolio, value $594,616.
13F-HR 0002085853-26-000086 filed by Next Level Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,425 sharesChange vs previous 13F +25 shares
0.31% of the 13F portfolio, value $547,594.
13F-HR 0002085853-25-000192 filed by Next Level Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,400 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $434,500.
13F-HR 0001667731-25-000923 filed by Next Level Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,400 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $288,596.
13F-HR 0001667731-25-000596 filed by Next Level Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,400 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $305,580.
13F-HR 0001667731-25-000183 filed by Next Level Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).