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CM WEALTH ADVISORS LLC: NVDA position timeline

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

CM WEALTH ADVISORS LLC held 103,565 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,565 shares
    Change vs previous 13F +215 shares

    3.74% of the 13F portfolio, value $20,722,321.

    13F-HR 0001764581-26-000003 filed by CM WEALTH 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 103,350 shares
    Change vs previous 13F +12,823 shares

    3.84% of the 13F portfolio, value $18,025,145.

    13F-HR 0001764581-26-000002 filed by CM WEALTH 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 90,527 shares
    Change vs previous 13F +22,487 shares

    3.81% of the 13F portfolio, value $16,883,286.

    13F-HR 0001764581-26-000001 filed by CM WEALTH 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 68,040 shares
    Change vs previous 13F 0 shares

    3.35% of the 13F portfolio, value $12,695,584.

    13F-HR 0001764581-25-000006 filed by CM WEALTH 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 68,040 shares
    Change vs previous 13F -11,759 shares

    3.16% of the 13F portfolio, value $10,750,401.

    13F-HR 0001764581-25-000004 filed by CM WEALTH 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 79,799 shares
    Change vs previous 13F -8 shares

    2.77% of the 13F portfolio, value $8,649,414.

    13F-HR 0001764581-25-000002 filed by CM WEALTH 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 79,807 shares
    Change vs previous 13F +69,987 shares

    3.5% of the 13F portfolio, value $10,717,282.

    13F-HR 0001764581-25-000001 filed by CM WEALTH 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 9,820 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,192,639.

    13F-HR 0001764581-24-000007 filed by CM WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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