Next Level Wealth Planning, LLC

SEC CIK: 0002044208
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

BITB holding history

Bitwise Bitcoin ETF in every 13F filed by Next Level Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BITB overview All 13F holders of BITB Full Q2 2026 holdings

Shares (Q2 2026): 16,737
Value: $533.2K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of BITB by Next Level Wealth Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,737	$533.2K	0.2%	+1,104+7.1%	Added	Holders
Q1 2026	15,633	$575.5K	0.3%	+241+1.6%	Added	Holders
Q4 2025	15,392	$732.0K	0.4%	+1,718+12.6%	Added	Holders
Q3 2025	13,674	$850.8K	0.5%	+2,903+27.0%	Added	Holders
Q2 2025	10,771	$631.1K	0.4%	+10,771	New	Holders