Skip to content
Disclosery

Next Level Wealth Planning, LLC: IBDU position timeline

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

Next Level Wealth Planning, LLC held 10,950 IBDU 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 10,950 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $253,602.

    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 ยง4.2).