NerdWallet Wealth Partners, LLC: PKG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NerdWallet Wealth Partners, LLC on PKG, newest first. How the timeline and the estimate are built.
NerdWallet Wealth Partners, LLC held 2,330 PKG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 2,330 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $555,192.
13F-HR 0002079593-26-000005 filed by NerdWallet Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,330 sharesChange vs previous 13F -10 shares
0.22% of the 13F portfolio, value $494,473.
13F-HR 0002079593-26-000004 filed by NerdWallet Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,340 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $482,578.
13F-HR 0002079593-26-000003 filed by NerdWallet Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,340 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $509,956.
13F-HR 0002079593-25-000001 filed by NerdWallet Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).