Level Wealth Management LLCETFConcentrated long-term

CIK: 0002036775 | GREENSBORO, NC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	89	$262.2M	2026-10-23	SEC ↗
Q2 2026	13F-HR	70	$249.7M	2026-07-28	SEC ↗
Q1 2026	13F-HR	67	$213.5M	2026-04-27	SEC ↗
Q4 2025	13F-HR	60	$195.5M	2026-02-02	SEC ↗
Q3 2025	13F-HR	61	$190.0M	2025-10-23	SEC ↗
Q2 2025	13F-HR	61	$172.0M	2025-07-29	SEC ↗
Q1 2025	13F-HR	52	$152.8M	2025-04-28	SEC ↗
Q4 2024Amended	13F-HR/A	53	$141.5M	2025-01-24	SEC ↗