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Next Level Wealth Planning, LLC: VTI position timeline

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

Next Level Wealth Planning, LLC held 46,534 VTI 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 46,534 shares
    Change vs previous 13F +1,164 shares

    7.58% of the 13F portfolio, value $17,219,821.

    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 45,370 shares
    Change vs previous 13F -914 shares

    7.48% of the 13F portfolio, value $14,555,329.

    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 46,284 shares
    Change vs previous 13F +3 shares

    8.26% of the 13F portfolio, value $15,517,479.

    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 46,281 shares
    Change vs previous 13F +657 shares

    8.58% of the 13F portfolio, value $15,187,873.

    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 45,624 shares
    Change vs previous 13F +2,340 shares

    8.88% of the 13F portfolio, value $13,866,854.

    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 43,284 shares
    Change vs previous 13F +1,862 shares

    9.01% of the 13F portfolio, value $11,896,372.

    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 41,422 shares
    Change vs previous 13F not available

    9.44% of the 13F portfolio, value $12,004,831.

    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).