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Next Level Wealth Planning, LLC: VYM position timeline

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

Next Level Wealth Planning, LLC held 7,729 VYM 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 7,729 shares
    Change vs previous 13F +170 shares

    0.54% of the 13F portfolio, value $1,221,345.

    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 7,559 shares
    Change vs previous 13F -460 shares

    0.57% of the 13F portfolio, value $1,119,501.

    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 8,019 shares
    Change vs previous 13F +142 shares

    0.61% of the 13F portfolio, value $1,150,844.

    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 7,877 shares
    Change vs previous 13F +387 shares

    0.63% of the 13F portfolio, value $1,110,224.

    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 7,490 shares
    Change vs previous 13F +1,014 shares

    0.64% of the 13F portfolio, value $998,467.

    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 6,476 shares
    Change vs previous 13F +1,584 shares

    0.63% of the 13F portfolio, value $835,203.

    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 4,892 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $624,197.

    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).