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Next Level Wealth Planning, LLC: VOO position timeline

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

Next Level Wealth Planning, LLC held 97,407 VOO 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 97,407 shares
    Change vs previous 13F +2,197 shares

    29.45% of the 13F portfolio, value $66,900,185.

    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 95,210 shares
    Change vs previous 13F +1,877 shares

    29.22% of the 13F portfolio, value $56,892,568.

    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 93,333 shares
    Change vs previous 13F +2,419 shares

    31.15% of the 13F portfolio, value $58,532,179.

    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 90,914 shares
    Change vs previous 13F +4,288 shares

    31.43% of the 13F portfolio, value $55,673,981.

    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 86,626 shares
    Change vs previous 13F +5,350 shares

    31.51% of the 13F portfolio, value $49,205,692.

    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 81,276 shares
    Change vs previous 13F +4,637 shares

    31.64% of the 13F portfolio, value $41,768,617.

    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 76,639 shares
    Change vs previous 13F not available

    32.49% of the 13F portfolio, value $41,293,407.

    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).