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Disclosery

Clearstead Trust, LLC: NVDA position timeline

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

Clearstead Trust, LLC held 107,051 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 107,051 shares
    Change vs previous 13F -107 shares

    2.8% of the 13F portfolio, value $21,419,922.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 107,158 shares
    Change vs previous 13F -1,499 shares

    3.05% of the 13F portfolio, value $18,688,313.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 108,657 shares
    Change vs previous 13F +152 shares

    3.19% of the 13F portfolio, value $20,264,485.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 108,505 shares
    Change vs previous 13F -1,226 shares

    3.46% of the 13F portfolio, value $20,244,876.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 109,731 shares
    Change vs previous 13F +1,268 shares

    3.28% of the 13F portfolio, value $17,336,348.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 108,463 shares
    Change vs previous 13F +2,746 shares

    2.62% of the 13F portfolio, value $11,755,249.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 105,717 shares
    Change vs previous 13F +24,363 shares

    3.07% of the 13F portfolio, value $14,196,758.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 81,354 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $9,879,679.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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