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Next Level Wealth Planning, LLC → BSM

Next Level Wealth Planning, LLC BSM Position History

Black Stone Minerals, L.P. • Energy

Quarters held
1
Latest value
$25K
Q3 2026
Peak value
$25K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25K1.7K——

Other funds holding BSM

Other Next Level Wealth Planning, LLC positions

VGES

VANGUARD INDEX FDS

$66.9M
VGES

VANGUARD INDEX FDS

$60.4M
VGES

VANGUARD INDEX FDS

$58.5M
VGES

VANGUARD INDEX FDS

$56.9M
CRDO

DIMENSIONAL ETF TRUST

$22.9M
VGES

VANGUARD INDEX FDS

$21.4M
CRDO

DIMENSIONAL ETF TRUST

$20.8M
CRDO

DIMENSIONAL ETF TRUST

$20.7M
Next Level Wealth Planning, LLC BSM Holdings: 13F Position History | Track13F