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Next Level Wealth Planning, LLC: FBND position timeline

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

Next Level Wealth Planning, LLC held 42,797 FBND 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 42,797 shares
    Change vs previous 13F +3,556 shares

    0.86% of the 13F portfolio, value $1,946,840.

    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 39,241 shares
    Change vs previous 13F +10,315 shares

    0.92% of the 13F portfolio, value $1,790,174.

    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 28,926 shares
    Change vs previous 13F +3,310 shares

    0.71% of the 13F portfolio, value $1,331,767.

    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 25,616 shares
    Change vs previous 13F +589 shares

    0.67% of the 13F portfolio, value $1,184,479.

    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 25,027 shares
    Change vs previous 13F +5,029 shares

    0.73% of the 13F portfolio, value $1,144,991.

    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 19,998 shares
    Change vs previous 13F +961 shares

    0.69% of the 13F portfolio, value $912,909.

    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 19,037 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $854,190.

    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).