HB Wealth Management, LLC: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on NVDA, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 1,142,468 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,142,468 sharesChange vs previous 13F +35,585 shares
1.28% of the 13F portfolio, value $228,596,605.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,106,883 sharesChange vs previous 13F +89,643 shares
1.25% of the 13F portfolio, value $193,040,484.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,017,240 sharesChange vs previous 13F +66,775 shares
1.23% of the 13F portfolio, value $189,715,293.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 950,465 sharesChange vs previous 13F +98,925 shares
1.2% of the 13F portfolio, value $177,337,932.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 851,540 sharesChange vs previous 13F -94,325 shares
1.08% of the 13F portfolio, value $134,534,918.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 945,865 sharesChange vs previous 13F +61,580 shares
0.86% of the 13F portfolio, value $102,512,855.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 884,285 sharesChange vs previous 13F +43,505 shares
1.22% of the 13F portfolio, value $118,886,656.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 840,780 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $102,104,371.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).