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Consilium Wealth Advisory, LLC: NVDA position timeline

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

Consilium Wealth Advisory, LLC held 70,213 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,213 shares
    Change vs previous 13F -3,004 shares

    4.17% of the 13F portfolio, value $14,048,831.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 73,217 shares
    Change vs previous 13F +5,062 shares

    4.36% of the 13F portfolio, value $12,769,074.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 68,155 shares
    Change vs previous 13F -232 shares

    4.69% of the 13F portfolio, value $12,710,992.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 68,387 shares
    Change vs previous 13F -3,721 shares

    4.92% of the 13F portfolio, value $12,759,578.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 72,108 shares
    Change vs previous 13F +4,348 shares

    4.81% of the 13F portfolio, value $11,392,370.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 67,760 shares
    Change vs previous 13F -19,652 shares

    3.68% of the 13F portfolio, value $7,343,853.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 87,412 shares
    Change vs previous 13F +74 shares

    5.6% of the 13F portfolio, value $11,738,587.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, 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 87,338 shares
    Change vs previous 13F not available

    5.79% of the 13F portfolio, value $10,606,359.

    13F-HR 0001904906-24-000004 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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