NerdWallet Wealth Partners, LLC

SEC CIK: 0002079593
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. 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.

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

Shares (Q2 2026): 695
Value: $238.5K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of V by NerdWallet Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	695	$238.5K	0.1%	+30+4.5%	Added	Holders
Q1 2026	665	$201.0K	0.1%	00.0%	Unchanged	Holders
Q4 2025	665	$233.2K	0.1%	−5−0.7%	Reduced	Holders
Q3 2025	670	$228.7K	0.1%	–	No prior filing	Holders