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Heirloom Wealth Management: NVDA position timeline

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

Heirloom Wealth Management held 157,308 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,308 shares
    Change vs previous 13F -11,059 shares

    4.56% of the 13F portfolio, value $31,475,660.

    13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
    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 168,367 shares
    Change vs previous 13F +23,256 shares

    5.29% of the 13F portfolio, value $29,363,222.

    13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
    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 145,111 shares
    Change vs previous 13F -13,029 shares

    6.26% of the 13F portfolio, value $27,063,205.

    13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
    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 158,140 shares
    Change vs previous 13F -34,745 shares

    7.13% of the 13F portfolio, value $29,505,780.

    13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
    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 192,885 shares
    Change vs previous 13F +1,121 shares

    8.05% of the 13F portfolio, value $30,473,914.

    13F-HR 0001882903-25-000004 filed by Heirloom Wealth Management
    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 191,764 shares
    Change vs previous 13F +25,569 shares

    5.96% of the 13F portfolio, value $20,783,389.

    13F-HR 0001882903-25-000003 filed by Heirloom Wealth Management
    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 166,195 shares
    Change vs previous 13F -5,857 shares

    6.7% of the 13F portfolio, value $22,318,335.

    13F-HR 0001882903-25-000002 filed by Heirloom Wealth Management
    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 172,052 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $20,893,998.

    13F-HR 0001882903-24-000006 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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