NerdWallet Wealth Partners, LLC: XVV position timeline

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

NerdWallet Wealth Partners, LLC held 26,929 XVV 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 26,929 shares
Change vs previous 13F +4,544 shares
0.53% of the 13F portfolio, value $1,529,312.
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 22,385 shares
Change vs previous 13F not available
0.48% of the 13F portfolio, value $1,101,802.
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).