Level Wealth Management LLC has submitted its quarterly Form 13F-HR, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and positions, which can influence market trends and investor decisions.
Level Wealth Management LLC is based in Greensboro, North Carolina, and operates under the CIK number 0002036775. The company specializes in wealth management services, catering to a range of clients. The recent filing is part of a series of quarterly reports, with the latest submission dated October 23, 2026.
The filing indicates that the company has reported its holdings as of the end of September 2026. While specific details about the holdings were not disclosed in the filing, the submission is part of a regulatory requirement for institutional managers to report their equity holdings.
This filing may impact various stakeholders, including investors, analysts, and competitors in the wealth management sector. By analyzing Level Wealth Management's reported holdings, other firms in the industry can gauge market trends and adjust their strategies accordingly.
The filing does not specify what actions will follow this report, leaving the next steps unclear for investors and analysts alike.
Company Information and Regulatory Context
Level Wealth Management LLC is incorporated in North Carolina and has an Employer Identification Number (EIN) of 833898968. The company's fiscal year ends on December 31, which is relevant for investors tracking its annual performance and tax obligations.
The filing is categorized under the 13F-HR type, which is a regulatory requirement under the Securities Exchange Act of 1934. This act mandates institutional investment managers to disclose their equity holdings on a quarterly basis, providing transparency in the investment management industry.
Filing Details
The Form 13F-HR was filed on October 23, 2026, and accepted the same day at 14:30:46. It consists of two documents, including the primary document and an information table detailing the company's holdings. The information table is particularly significant as it lists the specific securities held by Level Wealth Management as of the reporting date.
While the specific securities and their values were not disclosed in the filing summary, the complete submission text file is available for further review, which may contain detailed insights into the company's investment strategy and portfolio composition.
For more information, the complete submission text file can be accessed [here](https://www.sec.gov/Archives/edgar/data/2036775/000203677526000006/0002036775-26-000006.txt).