Next Level Wealth Planning, LLC: GOOGL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Next Level Wealth Planning, LLC on GOOGL, newest first. How the timeline and the estimate are built.
Next Level Wealth Planning, LLC held 1,351 GOOGL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,351 sharesChange vs previous 13F +123 shares
0.21% of the 13F portfolio, value $482,806.
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 1,228 sharesChange vs previous 13F +496 shares
0.18% of the 13F portfolio, value $353,124.
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 732 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $229,116.
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).