Capital Wealth Planning, LLC: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on NVDA, newest first. How the timeline and the estimate are built.
Capital Wealth Planning, LLC held 2,475,326 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,475,326 sharesChange vs previous 13F +1,894,226 shares
2.47% of the 13F portfolio, value $495,287,959.
13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 581,100 sharesChange vs previous 13F +221,452 shares
0.56% of the 13F portfolio, value $101,343,816.
13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 359,648 sharesChange vs previous 13F +150,410 shares
0.43% of the 13F portfolio, value $67,074,353.
13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 209,238 sharesChange vs previous 13F +139,139 shares
0.28% of the 13F portfolio, value $39,039,627.
13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 70,099 sharesChange vs previous 13F +37,605 shares
0.09% of the 13F portfolio, value $11,074,942.
13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,494 sharesChange vs previous 13F +16,475 shares
0.03% of the 13F portfolio, value $3,521,700.
13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,019 sharesChange vs previous 13F -9,163 shares
0.02% of the 13F portfolio, value $2,151,191.
13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,182 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $3,058,102.
13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).