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Next Level Wealth Planning, LLC

SEC CIK
0002044208
Latest filing
Jul 30, 2026

VRT holding history

Vertiv Holdings Co 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.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
1,012
Value
$338.8K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of VRT by Next Level Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,012$338.8K0.1%+12+1.2%AddedHolders
Q1 20261,000$250.6K0.1%+1,000NewHolders