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Centric Wealth Management: NVDA position timeline

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

Centric Wealth Management held 47,040 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,040 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $9,336,520.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 47,040 shares
    Change vs previous 13F -1,989 shares

    1.86% of the 13F portfolio, value $9,336,520.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 49,029 shares
    Change vs previous 13F +1,294 shares

    1.92% of the 13F portfolio, value $9,100,300.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 47,735 shares
    Change vs previous 13F +1,302 shares

    2.15% of the 13F portfolio, value $9,665,845.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 46,433 shares
    Change vs previous 13F +2,512 shares

    2.03% of the 13F portfolio, value $8,483,260.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 43,921 shares
    Change vs previous 13F +4,387 shares

    1.25% of the 13F portfolio, value $4,760,151.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 39,534 shares
    Change vs previous 13F -2,926 shares

    1.43% of the 13F portfolio, value $5,309,012.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 42,460 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $6,182,546.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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