NerdWallet Wealth Partners, LLC: SHY position timeline

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

NerdWallet Wealth Partners, LLC held 117,175 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 117,175 shares
Change vs previous 13F +13,484 shares
3.32% of the 13F portfolio, value $9,621,472.
13F-HR 0002079593-26-000005 filed by NerdWallet Wealth Partners, LLC
Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 103,691 shares
Change vs previous 13F -7,952 shares
3.74% of the 13F portfolio, value $8,561,820.
13F-HR 0002079593-26-000004 filed by NerdWallet Wealth Partners, LLC
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 111,643 shares
Change vs previous 13F +1,157 shares
4.14% of the 13F portfolio, value $9,246,547.
13F-HR 0002079593-26-000003 filed by NerdWallet Wealth Partners, LLC
Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 110,486 shares
Change vs previous 13F not available
4.49% of the 13F portfolio, value $9,165,795.
13F-HR 0002079593-25-000001 filed by NerdWallet Wealth Partners, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).