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Heritage Wealth Management, Inc.: NVDA position timeline

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

Heritage Wealth Management, Inc. held 20,956 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,956 shares
    Change vs previous 13F +118 shares

    1.05% of the 13F portfolio, value $4,193,087.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 20,838 shares
    Change vs previous 13F +245 shares

    1.8% of the 13F portfolio, value $3,634,147.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    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 20,593 shares
    Change vs previous 13F -440 shares

    1.07% of the 13F portfolio, value $3,840,595.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 21,033 shares
    Change vs previous 13F -882 shares

    1.15% of the 13F portfolio, value $3,924,337.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 21,915 shares
    Change vs previous 13F -3,920 shares

    1.12% of the 13F portfolio, value $3,462,351.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 25,835 shares
    Change vs previous 13F +5,192 shares

    0.95% of the 13F portfolio, value $2,799,997.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 20,643 shares
    Change vs previous 13F -225 shares

    0.92% of the 13F portfolio, value $2,772,148.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 20,868 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,534,210.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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