Level Wealth Management LLC
- SEC CIK
- 0002036775
- Latest filing
- Jul 28, 2026
WEX holding history
WEX Inc. in every 13F filed by Level Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WEX overviewAll 13F holders of WEXFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q4 2024