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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

  1. period ended2026-06-30
    13F 1,142,468 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,106,883 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,017,240 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 950,465 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 851,540 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 945,865 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 884,285 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 840,780 shares
    Change 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), ingested

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