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NerdWallet Wealth Partners, LLC: META position timeline

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

NerdWallet Wealth Partners, LLC held 2,153 META 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 2,153 shares
    Change vs previous 13F +353 shares

    0.42% of the 13F portfolio, value $1,212,726.

    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 1,800 shares
    Change vs previous 13F +38 shares

    0.45% of the 13F portfolio, value $1,029,834.

    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 1,762 shares
    Change vs previous 13F -11 shares

    0.52% of the 13F portfolio, value $1,163,079.

    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 1,773 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,304,259.

    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).