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AE Wealth Management LLC: NVDA position timeline

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

AE Wealth Management LLC held 3,849,032 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,849,032 shares
    Change vs previous 13F +244,619 shares

    3.59% of the 13F portfolio, value $770,153,321.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 3,604,413 shares
    Change vs previous 13F +532,620 shares

    3.4% of the 13F portfolio, value $628,549,576.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 3,071,793 shares
    Change vs previous 13F +274,737 shares

    3.29% of the 13F portfolio, value $572,889,965.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 2,797,056 shares
    Change vs previous 13F +49,381 shares

    3.33% of the 13F portfolio, value $521,875,159.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 2,747,675 shares
    Change vs previous 13F +221,833 shares

    3.17% of the 13F portfolio, value $434,105,364.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 2,525,842 shares
    Change vs previous 13F +232,587 shares

    2.3% of the 13F portfolio, value $273,750,986.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 2,293,255 shares
    Change vs previous 13F +119,542 shares

    2.61% of the 13F portfolio, value $307,961,509.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 2,173,713 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $263,975,708.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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