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1858 WEALTH MANAGEMENT, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on NVDA, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 39,245 NVDA shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 39,245 shares
    Change vs previous 13F +246 shares

    5.14% of the 13F portfolio, value $7,322,332.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 38,999 shares
    Change vs previous 13F +182 shares

    4.54% of the 13F portfolio, value $6,161,452.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 38,817 shares
    Change vs previous 13F +2,667 shares

    3.56% of the 13F portfolio, value $4,206,986.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 36,150 shares
    Change vs previous 13F -143 shares

    3.85% of the 13F portfolio, value $4,854,584.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 36,293 shares
    Change vs previous 13F -2,058 shares

    3.63% of the 13F portfolio, value $4,407,422.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 38,351 shares
    Change vs previous 13F +33,770 shares

    3.93% of the 13F portfolio, value $4,737,883.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 4,581 shares
    Change vs previous 13F 0 shares

    2.15% of the 13F portfolio, value $2,268,603.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 4,581 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,268,603.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).