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CapWealth Advisors, LLC: NVDA position timeline

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

CapWealth Advisors, LLC held 55,593 NVDA shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,593 shares
    Change vs previous 13F -9,673 shares

    0.96% of the 13F portfolio, value $12,696,356.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,266 shares
    Change vs previous 13F +481 shares

    0.9% of the 13F portfolio, value $13,059,074.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 64,785 shares
    Change vs previous 13F +57,502 shares

    0.84% of the 13F portfolio, value $11,298,504.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 7,283 shares
    Change vs previous 13F +289 shares

    0.09% of the 13F portfolio, value $1,358,280.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 6,994 shares
    Change vs previous 13F -25 shares

    0.09% of the 13F portfolio, value $1,304,941.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 7,019 shares
    Change vs previous 13F -821 shares

    0.11% of the 13F portfolio, value $1,108,932.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 7,840 shares
    Change vs previous 13F +642 shares

    0.09% of the 13F portfolio, value $849,699.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 7,198 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $966,619.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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