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BSW Wealth Partners: NVDA position timeline

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

BSW Wealth Partners held 63,196 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,196 shares
    Change vs previous 13F +86 shares

    1.41% of the 13F portfolio, value $12,644,819.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 63,110 shares
    Change vs previous 13F -5,018 shares

    1.34% of the 13F portfolio, value $11,006,440.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 68,128 shares
    Change vs previous 13F -2,719 shares

    1.52% of the 13F portfolio, value $12,705,784.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 70,847 shares
    Change vs previous 13F -896 shares

    1.65% of the 13F portfolio, value $13,218,681.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 71,743 shares
    Change vs previous 13F +1,113 shares

    1.55% of the 13F portfolio, value $11,334,689.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 70,630 shares
    Change vs previous 13F -5,914 shares

    1.16% of the 13F portfolio, value $7,654,924.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 76,544 shares
    Change vs previous 13F +6,502 shares

    1.51% of the 13F portfolio, value $10,279,182.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 70,042 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $8,505,834.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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