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.

SEC EDGAR filings, ownership reports, and insider transactions for Level Wealth Management LLC.

Business address: 204 Muirs Chapel Road, Suite 100, Greensboro, NC, 27410
Top securities (13F): VTI, BND, VEA, ITOT, VTEB, VWO, DFAU, MUB, BNDX, IEFA, MSFT, BSV, DFAI, DFAC, VBIL, VCSH, V, VOO, VGT, and SPEM
State of incorporation: NC
Fiscal year end: 31 December

Level Wealth Management LLC has filed 6 SEC EDGAR filings since 24 Jan 2025

Recent SEC filings for Level Wealth Management LLC including 13F-HR, N-PX, 13F-HR/A.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
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

Level Wealth Management LLC files with the SEC under CIK 0002036775. This page aggregates EDGAR filings and related ownership activity.

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.