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Disclosery

NerdWallet Wealth Partners, LLC: XLK position timeline

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

NerdWallet Wealth Partners, LLC held 1,852 XLK 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 1,852 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $352,870.

    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 1,824 shares
    Change vs previous 13F +1,824 shares

    0.11% of the 13F portfolio, value $242,410.

    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 0 shares
    Change vs previous 13F -912 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 912 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $257,056.

    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).