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NerdWallet Wealth Partners, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NerdWallet Wealth Partners, LLC on AAPL, newest first. How the timeline and the estimate are built.

NerdWallet Wealth Partners, LLC held 8,987 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,987 shares
    Change vs previous 13F +350 shares

    0.9% of the 13F portfolio, value $2,600,551.

    13F-HR 0002079593-26-000005 filed by NerdWallet Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,637 shares
    Change vs previous 13F -902 shares

    0.96% of the 13F portfolio, value $2,191,984.

    13F-HR 0002079593-26-000004 filed by NerdWallet Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,539 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,593,230.

    13F-HR 0002079593-26-000003 filed by NerdWallet Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).