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Tuesday, October 27, 2026
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George Town, KY
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VOL. XII · NO. 117
Established MMXIV · George Town, Grand Cayman
Atlantic Edition · $4.50
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Filing History
Next Level Wealth Planning, LLC
5 parsed filings · CIK 0002044208
Jan 26, 2026
13F HOLDINGS REPORT
Q/E Dec 2025
66 pos · $187.9M
SEC
Oct 30, 2025
13F HOLDINGS REPORT
Q/E Sep 2025
61 pos · $177.1M
SEC
Jul 23, 2025
13F HOLDINGS REPORT
Q/E Jun 2025
54 pos · $156.1M
SEC
May 6, 2025
13F HOLDINGS REPORT
Q/E Mar 2025
49 pos · $132.0M
SEC
Jan 30, 2025
13F HOLDINGS REPORT
Q/E Dec 2024
43 pos · $127.1M
SEC