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Disclosery

Next Level Wealth Planning, LLC: VDC position timeline

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

Next Level Wealth Planning, LLC held 0 VDC shares at 2025-06-30 per its 13F-HR filed 2025-07-23.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,032 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,032 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $225,886.

    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).

  3. period ended2024-12-31
    13F 1,023 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $216,231.

    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).