NerdWallet Wealth Partners, LLC SEC EDGAR Filings (CIK 0002079593)

SEC EDGAR filings, ownership reports, and insider transactions for NerdWallet Wealth Partners, LLC.

Business address
123 William Street, 21 St Floor, New York, NY, 10038
Top securities (13F)
IVV, VEA, DLN, SHV, VTI, SHY, CGCB, VOO, VWO, VBR, HYG, AAPL, DFAC, MSFT, EEMV, GOOG, VNQ, GCC, DFAT, and IJH
State of incorporation
DE
Fiscal year end
31 December
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NerdWallet Wealth Partners, LLC has filed 2 SEC EDGAR filings since 13 Nov 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Jan 2026 31 Dec 2025 028-25842
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-25842