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Next Level Wealth Planning, LLC: DFAI position timeline

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

Next Level Wealth Planning, LLC held 554,859 DFAI 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 554,859 shares
    Change vs previous 13F +21,688 shares

    10.08% of the 13F portfolio, value $22,887,922.

    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 533,171 shares
    Change vs previous 13F +16,561 shares

    10.67% of the 13F portfolio, value $20,772,348.

    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 516,610 shares
    Change vs previous 13F +14,482 shares

    10.48% of the 13F portfolio, value $19,687,985.

    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 502,128 shares
    Change vs previous 13F +32,833 shares

    10.31% of the 13F portfolio, value $18,252,339.

    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).

  5. period ended2025-06-30
    13F 469,295 shares
    Change vs previous 13F +72,006 shares

    10.39% of the 13F portfolio, value $16,223,555.

    13F-HR 0001667731-25-000923 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).

  6. period ended2025-03-31
    13F 397,289 shares
    Change vs previous 13F +72,251 shares

    9.4% of the 13F portfolio, value $12,407,334.

    13F-HR 0001667731-25-000596 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).

  7. period ended2024-12-31
    13F 325,038 shares
    Change vs previous 13F not available

    7.47% of the 13F portfolio, value $9,491,122.

    13F-HR 0001667731-25-000183 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).