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Next Level Wealth Planning, LLC: SCHG position timeline

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

Next Level Wealth Planning, LLC held 480,417 SCHG 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 480,417 shares
    Change vs previous 13F +17,942 shares

    7.16% of the 13F portfolio, value $16,257,320.

    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 462,475 shares
    Change vs previous 13F +10,935 shares

    6.92% of the 13F portfolio, value $13,471,879.

    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 451,540 shares
    Change vs previous 13F +7,783 shares

    7.84% of the 13F portfolio, value $14,729,254.

    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 443,757 shares
    Change vs previous 13F +19,641 shares

    7.99% of the 13F portfolio, value $14,160,268.

    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 424,116 shares
    Change vs previous 13F +36,947 shares

    7.93% of the 13F portfolio, value $12,388,424.

    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 387,169 shares
    Change vs previous 13F +17,056 shares

    7.34% of the 13F portfolio, value $9,694,706.

    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 370,113 shares
    Change vs previous 13F not available

    8.11% of the 13F portfolio, value $10,315,080.

    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).