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Asset Planning,Inc: NVDA position timeline

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

Asset Planning,Inc held 23,781 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,781 shares
    Change vs previous 13F +485 shares

    3.08% of the 13F portfolio, value $4,758,312.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 23,296 shares
    Change vs previous 13F +97 shares

    2.89% of the 13F portfolio, value $4,062,788.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 23,199 shares
    Change vs previous 13F -1,249 shares

    3.04% of the 13F portfolio, value $4,326,576.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,448 shares
    Change vs previous 13F +141 shares

    3.3% of the 13F portfolio, value $4,561,440.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,307 shares
    Change vs previous 13F -93 shares

    2.89% of the 13F portfolio, value $3,840,209.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 24,400 shares
    Change vs previous 13F -735 shares

    2.07% of the 13F portfolio, value $2,644,498.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 25,135 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $3,375,411.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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