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NerdWallet Wealth Partners, LLC: HYG position timeline

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

NerdWallet Wealth Partners, LLC held 50,352 HYG 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 50,352 shares
    Change vs previous 13F +7,696 shares

    1.39% of the 13F portfolio, value $4,026,731.

    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 42,656 shares
    Change vs previous 13F +5,925 shares

    1.48% of the 13F portfolio, value $3,393,829.

    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 36,731 shares
    Change vs previous 13F +3,598 shares

    1.33% of the 13F portfolio, value $2,960,401.

    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 33,133 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,688,379.

    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).