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SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in NRDS — Nerdwallet, Inc.

CIK 1531593 NEW YORK, NY

Position in NRDS

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$18,398
+$10,181 QoQ
Shares Held
1,989
+255.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 146 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NRDS Over Time

Shares Held

Position Value (USD)

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $19,152,136 across 8 Internet Content & Information names. NRDS ranks #7 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 NRDS
Nerdwallet, Inc.
This page
1,989 $18,398

All Filings in NRDS

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,398 1,989
2024-03-31 $8,217 559