NerdWallet Wealth Partners, LLC: SPY position timeline

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

NerdWallet Wealth Partners, LLC held 4,388 SPY 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 4,388 shares
Change vs previous 13F +68 shares
1.13% of the 13F portfolio, value $3,276,939.
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 4,320 shares
Change vs previous 13F not available
1.23% of the 13F portfolio, value $2,809,419.
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).