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Disclosery

Balance Wealth Partners LLC: NVDA position timeline

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

Balance Wealth Partners LLC held 8,903 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,903 shares
    Change vs previous 13F +2,203 shares

    0.47% of the 13F portfolio, value $1,781,422.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 6,700 shares
    Change vs previous 13F +368 shares

    0.36% of the 13F portfolio, value $1,168,593.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 6,332 shares
    Change vs previous 13F -321 shares

    0.38% of the 13F portfolio, value $1,180,882.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 6,653 shares
    Change vs previous 13F +985 shares

    0.31% of the 13F portfolio, value $1,241,397.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 5,668 shares
    Change vs previous 13F +1,389 shares

    0.52% of the 13F portfolio, value $895,550.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 4,279 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $463,773.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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