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Capital Planning Advisors, LLC: NVDA position timeline

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

Capital Planning Advisors, LLC held 81,055 NVDA shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 81,055 shares
    Change vs previous 13F -4,856 shares

    2.04% of the 13F portfolio, value $14,135,992.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 85,911 shares
    Change vs previous 13F -3,081 shares

    2.14% of the 13F portfolio, value $16,022,402.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 88,992 shares
    Change vs previous 13F -51 shares

    2.28% of the 13F portfolio, value $16,604,127.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 89,043 shares
    Change vs previous 13F -1,135 shares

    2.06% of the 13F portfolio, value $14,067,904.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 90,178 shares
    Change vs previous 13F +2,054 shares

    1.51% of the 13F portfolio, value $9,773,492.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 88,124 shares
    Change vs previous 13F +2,703 shares

    1.83% of the 13F portfolio, value $11,834,172.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 85,421 shares
    Change vs previous 13F +6,798 shares

    1.57% of the 13F portfolio, value $10,373,526.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 78,623 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $9,713,085.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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