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Disclosery

Heritage Family Offices, LLP: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on NVDA, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 34,193 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 34,193 shares
    Change vs previous 13F +9,187 shares

    2.64% of the 13F portfolio, value $6,841,709.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 25,006 shares
    Change vs previous 13F +16,437 shares

    1.93% of the 13F portfolio, value $4,361,046.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 8,569 shares
    Change vs previous 13F +2,806 shares

    0.73% of the 13F portfolio, value $1,598,121.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 5,763 shares
    Change vs previous 13F +324 shares

    0.5% of the 13F portfolio, value $1,075,261.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 5,439 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $596,497.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 5,439 shares
    Change vs previous 13F +1,137 shares

    0.3% of the 13F portfolio, value $589,478.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 4,302 shares
    Change vs previous 13F +2,272 shares

    0.29% of the 13F portfolio, value $577,716.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 2,030 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $246,523.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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