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Disclosery

HCR Wealth Advisors: NVDA position timeline

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

HCR Wealth Advisors held 307,290 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 307,290 shares
    Change vs previous 13F +2,579 shares

    5.5% of the 13F portfolio, value $61,485,679.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 304,711 shares
    Change vs previous 13F -653 shares

    5.51% of the 13F portfolio, value $53,141,624.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 305,364 shares
    Change vs previous 13F +5,243 shares

    5.64% of the 13F portfolio, value $56,950,413.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 300,121 shares
    Change vs previous 13F +747 shares

    5.87% of the 13F portfolio, value $56,689,946.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 299,374 shares
    Change vs previous 13F +8,698 shares

    5.57% of the 13F portfolio, value $47,298,105.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 290,676 shares
    Change vs previous 13F +21,779 shares

    4.1% of the 13F portfolio, value $31,503,566.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 268,897 shares
    Change vs previous 13F +4,133 shares

    4.52% of the 13F portfolio, value $36,110,304.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 264,764 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $32,152,958.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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