Next Level Wealth Planning, LLC: IXN position timeline

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

Next Level Wealth Planning, LLC held 3,079 IXN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F 3,079 shares
Change vs previous 13F 0 shares
0.2% of the 13F portfolio, value $444,887.
13F-HR 0002085853-26-000911 filed by Next Level Wealth Planning, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,079 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $307,831.
13F-HR 0002085853-26-000441 filed by Next Level Wealth Planning, LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,079 shares
Change vs previous 13F 0 shares
0.17% of the 13F portfolio, value $323,319.
13F-HR 0002085853-26-000086 filed by Next Level Wealth Planning, LLC
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,079 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $317,808.
13F-HR 0002085853-25-000192 filed by Next Level Wealth Planning, LLC
Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,079 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $284,336.
13F-HR 0001667731-25-000923 filed by Next Level Wealth Planning, LLC
Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).