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Disclosery

Falcon Wealth Planning: NVDA position timeline

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

Falcon Wealth Planning held 63,931 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,931 shares
    Change vs previous 13F +3,079 shares

    0.81% of the 13F portfolio, value $12,791,875.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 60,852 shares
    Change vs previous 13F +3,542 shares

    0.72% of the 13F portfolio, value $10,612,574.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 57,310 shares
    Change vs previous 13F +4,976 shares

    0.9% of the 13F portfolio, value $10,688,265.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 52,334 shares
    Change vs previous 13F +6,965 shares

    0.88% of the 13F portfolio, value $9,764,452.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 45,369 shares
    Change vs previous 13F +4,399 shares

    0.72% of the 13F portfolio, value $7,167,863.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 40,970 shares
    Change vs previous 13F +2,913 shares

    0.49% of the 13F portfolio, value $4,440,314.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 38,057 shares
    Change vs previous 13F +4,269 shares

    0.57% of the 13F portfolio, value $5,110,628.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 33,788 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,103,161.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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