Next Level Wealth Planning, LLCETFConcentrated long-term

CIK: 0002044208 | MERIDIAN, ID

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	644	$245.2M	2026-10-29	SEC ↗
Q2 2026	13F-HR	74	$227.2M	2026-07-30	SEC ↗
Q1 2026	13F-HR	73	$194.7M	2026-04-21	SEC ↗
Q4 2025	13F-HR	66	$187.9M	2026-01-26	SEC ↗
Q3 2025	13F-HR	61	$177.1M	2025-10-30	SEC ↗
Q2 2025	13F-HR	54	$156.1M	2025-07-23	SEC ↗
Q1 2025	13F-HR	49	$132.0M	2025-05-06	SEC ↗
Q4 2024	13F-HR	43	$127.1M	2025-01-30	SEC ↗