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NerdWallet Wealth Partners, LLC: CGIC position timeline

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

NerdWallet Wealth Partners, LLC held 37,130 CGIC 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 37,130 shares
    Change vs previous 13F +5,324 shares

    0.47% of the 13F portfolio, value $1,351,161.

    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 31,806 shares
    Change vs previous 13F +1,500 shares

    0.46% of the 13F portfolio, value $1,053,097.

    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 30,306 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $984,945.

    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).