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NerdWallet Wealth Partners, LLC: SHV position timeline

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

NerdWallet Wealth Partners, LLC held 141,289 SHV 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 141,289 shares
    Change vs previous 13F +14,041 shares

    5.37% of the 13F portfolio, value $15,591,183.

    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 127,248 shares
    Change vs previous 13F -8,950 shares

    6.13% of the 13F portfolio, value $14,046,888.

    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 136,198 shares
    Change vs previous 13F +54 shares

    6.72% of the 13F portfolio, value $15,003,193.

    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 136,144 shares
    Change vs previous 13F not available

    7.37% of the 13F portfolio, value $15,042,241.

    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).