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NerdWallet Wealth Partners, LLC: ESGU position timeline

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

NerdWallet Wealth Partners, LLC held 2,800 ESGU 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 2,800 shares
    Change vs previous 13F +394 shares

    0.16% of the 13F portfolio, value $458,294.

    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 2,406 shares
    Change vs previous 13F -233 shares

    0.15% of the 13F portfolio, value $340,272.

    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 2,639 shares
    Change vs previous 13F +36 shares

    0.18% of the 13F portfolio, value $393,175.

    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).

  4. period ended2025-09-30
    13F 2,603 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $378,997.

    13F-HR 0002079593-25-000001 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).