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Creative Planning

Position in NRDS — Nerdwallet, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in NRDS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$199,993
-$1,406,042 QoQ
Shares Held
21,621
-86.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 148 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in NRDS Over Time

Shares Held

Position Value (USD)

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

Creative Planning holds $2,509,444,410 across 37 Internet Content & Information names. NRDS ranks #32 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NRDS

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $199,993 21,621
2026-03-31 $1,606,035 154,724
2025-12-31 $1,477,451 109,037
2025-09-30 $498,973 46,373
2025-06-30 $177,395 16,171