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4WEALTH ADVISORS, INC.: NVDA position timeline

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

4WEALTH ADVISORS, INC. held 18,559 NVDA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,559 shares
    Change vs previous 13F -1,472 shares

    2.92% of the 13F portfolio, value $4,216,959.

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,031 shares
    Change vs previous 13F +3 shares

    3% of the 13F portfolio, value $3,905,401.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,028 shares
    Change vs previous 13F -92 shares

    2.83% of the 13F portfolio, value $3,307,958.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,120 shares
    Change vs previous 13F +866 shares

    3.25% of the 13F portfolio, value $3,752,306.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,254 shares
    Change vs previous 13F -825 shares

    3.32% of the 13F portfolio, value $3,592,329.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,079 shares
    Change vs previous 13F +311 shares

    3.3% of the 13F portfolio, value $3,172,267.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,768 shares
    Change vs previous 13F +2,502 shares

    2.37% of the 13F portfolio, value $2,142,509.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,266 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $2,318,593.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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