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Concentrum Wealth Management: NVDA position timeline

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

Concentrum Wealth Management held 302,269 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 302,269 shares
    Change vs previous 13F -282 shares

    14.47% of the 13F portfolio, value $60,481,084.

    13F-HR 0001765380-26-000302 filed by Concentrum 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 302,551 shares
    Change vs previous 13F +5,279 shares

    15.58% of the 13F portfolio, value $52,764,972.

    13F-HR 0001765380-26-000137 filed by Concentrum 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 297,272 shares
    Change vs previous 13F +677 shares

    15.48% of the 13F portfolio, value $55,441,176.

    13F-HR 0001765387-26-000001 filed by Concentrum 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 296,595 shares
    Change vs previous 13F -16,629 shares

    15.97% of the 13F portfolio, value $55,338,747.

    13F-HR 0001765387-25-000003 filed by Concentrum 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 313,224 shares
    Change vs previous 13F +1,575 shares

    15.53% of the 13F portfolio, value $49,486,187.

    13F-HR 0001765380-25-000328 filed by Concentrum 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 311,649 shares
    Change vs previous 13F +22,981 shares

    12.52% of the 13F portfolio, value $33,776,572.

    13F-HR 0001765380-25-000189 filed by Concentrum 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 288,668 shares
    Change vs previous 13F +30,716 shares

    13.63% of the 13F portfolio, value $38,765,211.

    13F-HR 0001765380-25-000094 filed by Concentrum 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 257,952 shares
    Change vs previous 13F not available

    12.19% of the 13F portfolio, value $31,325,662.

    13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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