NerdWallet Wealth Partners, LLC

SEC CIK: 0002079593
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

UL holding history

Unilever PLC in every 13F filed by NerdWallet Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UL overview All 13F holders of UL Full Q2 2026 holdings

Shares (Q2 2026): 3,466
Value: $208.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of UL by NerdWallet Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,466	$208.4K	0.1%	+3,466	New	Holders
Q1 2026	0	$0	0.0%	−3,466−100.0%	Sold out	Holders
Q4 2025	3,466	$226.7K	0.1%	−434−11.1%	Reduced	Holders
Q3 2025	3,900	$231.2K	0.1%	–	No prior filing	Holders