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Clearstead Advisors, LLC: NVDA position timeline

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

Clearstead Advisors, LLC held 643,264 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 643,264 shares
    Change vs previous 13F -133,848 shares

    1.22% of the 13F portfolio, value $128,710,640.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 ended2026-03-31
    13F 777,112 shares
    Change vs previous 13F +234,989 shares

    1.24% of the 13F portfolio, value $135,528,255.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 ended2025-12-31
    13F 542,123 shares
    Change vs previous 13F +34,358 shares

    1.28% of the 13F portfolio, value $101,105,942.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 ended2025-09-30
    13F 507,765 shares
    Change vs previous 13F +4,727 shares

    1.38% of the 13F portfolio, value $94,738,848.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 ended2025-06-30
    13F 503,038 shares
    Change vs previous 13F +17,195 shares

    1.12% of the 13F portfolio, value $79,474,886.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 ended2025-03-31
    13F 485,843 shares
    Change vs previous 13F -7,507 shares

    0.82% of the 13F portfolio, value $52,655,674.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 ended2024-12-31
    13F 493,350 shares
    Change vs previous 13F -17,582 shares

    1.01% of the 13F portfolio, value $66,251,965.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 ended2024-09-30
    13F 510,932 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $62,047,661.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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