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Defined Financial Planning LLC: NVDA position timeline

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

Defined Financial Planning LLC held 18,502 NVDA shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 18,502 shares
    Change vs previous 13F -286 shares

    2.9% of the 13F portfolio, value $3,498,913.

    13F-HR 0001754960-25-000660 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 18,788 shares
    Change vs previous 13F +2,517 shares

    2.85% of the 13F portfolio, value $3,207,112.

    13F-HR 0001754960-25-000466 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,271 shares
    Change vs previous 13F -1,569 shares

    1.82% of the 13F portfolio, value $1,792,251.

    13F-HR 0001754960-25-000200 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 17,840 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $2,395,734.

    13F-HR 0001754960-25-000141 filed by Defined Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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