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Disclosery

Heritage Wealth Advisors: NVDA position timeline

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

Heritage Wealth Advisors held 18,444 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,444 shares
    Change vs previous 13F +340 shares

    0.13% of the 13F portfolio, value $3,690,373.

    13F-HR 0001591122-26-000008 filed by Heritage 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 18,104 shares
    Change vs previous 13F -32,727 shares

    0.12% of the 13F portfolio, value $3,157,253.

    13F-HR 0001591122-26-000003 filed by Heritage 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 50,831 shares
    Change vs previous 13F +8,761 shares

    0.36% of the 13F portfolio, value $9,479,891.

    13F-HR 0001591122-26-000002 filed by Heritage 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 42,070 shares
    Change vs previous 13F -3,295 shares

    0.34% of the 13F portfolio, value $7,849,421.

    13F-HR 0001591122-25-000010 filed by Heritage 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 45,365 shares
    Change vs previous 13F +40 shares

    0.34% of the 13F portfolio, value $7,167,216.

    13F-HR 0001591122-25-000007 filed by Heritage 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 45,325 shares
    Change vs previous 13F -3 shares

    0.25% of the 13F portfolio, value $4,912,324.

    13F-HR 0001591122-25-000004 filed by Heritage 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 45,328 shares
    Change vs previous 13F -7,403 shares

    0.3% of the 13F portfolio, value $6,087,097.

    13F-HR 0001591122-25-000002 filed by Heritage 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 52,731 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,403,653.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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