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Next Level Wealth Planning, LLC: IJR position timeline

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

Next Level Wealth Planning, LLC held 101,896 IJR 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 101,896 shares
    Change vs previous 13F +2,668 shares

    6.65% of the 13F portfolio, value $15,112,369.

    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 99,228 shares
    Change vs previous 13F +2,022 shares

    6.34% of the 13F portfolio, value $12,335,074.

    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 97,206 shares
    Change vs previous 13F +2,547 shares

    6.22% of the 13F portfolio, value $11,682,274.

    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 94,659 shares
    Change vs previous 13F +5,997 shares

    6.35% of the 13F portfolio, value $11,248,295.

    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 88,662 shares
    Change vs previous 13F +10,287 shares

    6.21% of the 13F portfolio, value $9,689,875.

    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 78,375 shares
    Change vs previous 13F +3,272 shares

    6.21% of the 13F portfolio, value $8,195,677.

    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 75,103 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $8,653,334.

    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).