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Disclosery

Financial Symmetry Inc: NVDA position timeline

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

Financial Symmetry Inc held 7,804 NVDA shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,804 shares
    Change vs previous 13F -21 shares

    0.57% of the 13F portfolio, value $1,782,280.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,825 shares
    Change vs previous 13F +1,774 shares

    0.52% of the 13F portfolio, value $1,565,706.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,051 shares
    Change vs previous 13F -795 shares

    0.43% of the 13F portfolio, value $1,207,598.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,846 shares
    Change vs previous 13F +22 shares

    0.52% of the 13F portfolio, value $1,276,779.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,824 shares
    Change vs previous 13F +2,723 shares

    0.57% of the 13F portfolio, value $1,273,222.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,101 shares
    Change vs previous 13F -450 shares

    0.33% of the 13F portfolio, value $647,917.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,551 shares
    Change vs previous 13F -259 shares

    0.3% of the 13F portfolio, value $493,288.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,810 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $645,935.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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