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NerdWallet Wealth Partners, LLC: TLH position timeline

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

NerdWallet Wealth Partners, LLC held 11,961 TLH 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 11,961 shares
    Change vs previous 13F +3,133 shares

    0.41% of the 13F portfolio, value $1,200,362.

    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 8,828 shares
    Change vs previous 13F +5,181 shares

    0.39% of the 13F portfolio, value $889,182.

    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 3,647 shares
    Change vs previous 13F +985 shares

    0.17% of the 13F portfolio, value $370,759.

    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 2,662 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $274,159.

    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).