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ASSET PLANNING CORPORATION: NVDA position timeline

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

ASSET PLANNING CORPORATION held 3,223 NVDA shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,223 shares
    Change vs previous 13F +20 shares

    0.29% of the 13F portfolio, value $601,271.

    13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
    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 3,203 shares
    Change vs previous 13F +95 shares

    0.27% of the 13F portfolio, value $505,969.

    13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
    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 3,108 shares
    Change vs previous 13F +166 shares

    0.2% of the 13F portfolio, value $336,895.

    13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
    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 2,942 shares
    Change vs previous 13F -140 shares

    0.25% of the 13F portfolio, value $395,143.

    13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
    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 3,082 shares
    Change vs previous 13F -280 shares

    0.24% of the 13F portfolio, value $374,316.

    13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
    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 3,362 shares
    Change vs previous 13F +3,026 shares

    0.31% of the 13F portfolio, value $415,380.

    13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
    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 336 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $303,798.

    13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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