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Next Level Wealth Planning, LLC: CGMU position timeline

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

Next Level Wealth Planning, LLC held 29,318 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,318 shares
    Change vs previous 13F +956 shares

    0.35% of the 13F portfolio, value $805,366.

    13F-HR 0002085853-26-000911 filed by Next Level Wealth Planning, 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 28,362 shares
    Change vs previous 13F +17,361 shares

    0.4% of the 13F portfolio, value $770,028.

    13F-HR 0002085853-26-000441 filed by Next Level Wealth Planning, 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 11,001 shares
    Change vs previous 13F +3,608 shares

    0.16% of the 13F portfolio, value $301,207.

    13F-HR 0002085853-26-000086 filed by Next Level Wealth Planning, 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 7,393 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $201,755.

    13F-HR 0002085853-25-000192 filed by Next Level Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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