Skip to content
Disclosery

Next Level Wealth Planning, LLC: VO position timeline

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

Next Level Wealth Planning, LLC held 266,078 VO 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 266,078 shares
    Change vs previous 13F +202,684 shares

    9.44% of the 13F portfolio, value $21,437,908.

    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 63,394 shares
    Change vs previous 13F +1,655 shares

    9.35% of the 13F portfolio, value $18,205,708.

    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 61,739 shares
    Change vs previous 13F +1,756 shares

    9.54% of the 13F portfolio, value $17,918,035.

    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 59,983 shares
    Change vs previous 13F +3,380 shares

    9.95% of the 13F portfolio, value $17,619,218.

    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 56,603 shares
    Change vs previous 13F +5,650 shares

    10.14% of the 13F portfolio, value $15,839,175.

    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 50,953 shares
    Change vs previous 13F +3,277 shares

    9.98% of the 13F portfolio, value $13,177,568.

    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 47,676 shares
    Change vs previous 13F not available

    9.91% of the 13F portfolio, value $12,592,781.

    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).