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9258 Wealth Management, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on NVDA, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 421,697 NVDA shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 421,697 shares
    Change vs previous 13F +2,496 shares

    7.57% of the 13F portfolio, value $51,210,837.

    13F-HR 0001765380-24-000439 filed by 9258 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 ended2024-06-30
    13F 419,201 shares
    Change vs previous 13F +377,243 shares

    7.97% of the 13F portfolio, value $51,788,055.

    13F-HR 0001765380-24-000258 filed by 9258 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 ended2024-03-31
    13F 41,958 shares
    Change vs previous 13F -39 shares

    5.9% of the 13F portfolio, value $37,911,895.

    13F-HR 0001765380-24-000182 filed by 9258 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 ended2023-12-31
    13F/A 41,997 shares
    Change vs previous 13F +112 shares

    3.66% of the 13F portfolio, value $20,797,929.

    13F-HR/A 0001765380-24-000083 filed by 9258 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 ended2023-09-30
    13F 41,885 shares
    Change vs previous 13F -190 shares

    3.54% of the 13F portfolio, value $18,219,742.

    13F-HR 0001765380-23-000219 filed by 9258 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 ended2023-06-30
    13F 42,075 shares
    Change vs previous 13F -106 shares

    3.35% of the 13F portfolio, value $17,798,356.

    13F-HR 0001765380-23-000157 filed by 9258 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 ended2023-03-31
    13F 42,181 shares
    Change vs previous 13F -83 shares

    2.37% of the 13F portfolio, value $11,716,750.

    13F-HR 0001765380-23-000081 filed by 9258 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 ended2022-12-31
    13F 42,264 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,176,526.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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