Entity Type
Company
- Info
- Portfolio
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Level Wealth Management LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002036775.
Total Filings
7
Latest Filing
02 Feb 2026
Industry
n/a
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 02 Feb 2026 for CIK 0002036775.
- Business address
- 204 Muirs Chapel Road, Suite 100, Greensboro, NC, 27410
- Top securities (13F)
- VTI, BND, VEA, ITOT, VTEB, VWO, DFAU, MUB, BNDX, VUG, VBIL, MSFT, BSV, DFAI, IEFA, DFAC, VCSH, V, VOO, and SPY
- State of incorporation
- NC
- Fiscal year end
- 31 December
Quick Takeaways
- Level Wealth Management LLC is an SEC filer tracked under CIK 0002036775.
- 7 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX, 13F-HR/A.
What Changed
- Latest filing: 13F-HR filed on 02 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 02 Feb 2026 for CIK 0002036775.
Filer Overview
Level Wealth Management LLC has filed 7 SEC EDGAR filings since 24 Jan 2025. Common forms include 13F-HR, N-PX, 13F-HR/A.
Latest Filings
Recent SEC filings for Level Wealth Management LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 02 Feb 2026 | 31 Dec 2025 | 028-24610 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Oct 2025 | 30 Sep 2025 | 028-24610 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 11 Aug 2025 | 30 Jun 2025 | 028-24610 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 29 Jul 2025 | 30 Jun 2025 | 028-24610 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 28 Apr 2025 | 31 Mar 2025 | 028-24610 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 24 Jan 2025 | 31 Dec 2024 | 028-24610 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 24 Jan 2025 | 31 Dec 2024 | 028-24610 |
About this filer
Level Wealth Management LLC files with the SEC under CIK 0002036775. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.