NerdWallet Wealth Partners, LLC: BWZ position timeline

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

NerdWallet Wealth Partners, LLC held 23,421 BWZ shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 23,421 shares
Change vs previous 13F +3,185 shares
0.22% of the 13F portfolio, value $626,512.
13F-HR 0002079593-26-000005 filed by NerdWallet Wealth Partners, LLC
Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 20,236 shares
Change vs previous 13F not available
0.24% of the 13F portfolio, value $544,753.
13F-HR 0002079593-26-000004 filed by NerdWallet Wealth Partners, LLC
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).