Entity Type
Company
- Info
- Portfolio
Filer Snapshot
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NerdWallet Wealth Partners, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002079593.
Total Filings
2
Latest Filing
13 Jan 2026
Industry
n/a
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 13 Jan 2026 for CIK 0002079593.
- Business address
- 123 William St., 21 St Floor, New York, NY
- 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
Quick Takeaways
- NerdWallet Wealth Partners, LLC is an SEC filer tracked under CIK 0002079593.
- 2 filings are listed on this profile.
- Common form coverage includes 13F-HR.
What Changed
- Latest filing: 13F-HR filed on 13 Jan 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 13 Jan 2026 for CIK 0002079593.
Filer Overview
NerdWallet Wealth Partners, LLC has filed 2 SEC EDGAR filings since 13 Nov 2025. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for NerdWallet Wealth Partners, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Jan 2026 | 31 Dec 2025 | 028-25842 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Nov 2025 | 30 Sep 2025 | 028-25842 |
About this filer
NerdWallet Wealth Partners, LLC files with the SEC under CIK 0002079593. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.