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Institute for Wealth Management, LLC.: NVDA position timeline

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

Institute for Wealth Management, LLC. held 739,474 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 739,474 shares
    Change vs previous 13F -1,864 shares

    13.07% of the 13F portfolio, value $147,961,422.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, LLC.
    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 741,338 shares
    Change vs previous 13F -11,854 shares

    13.88% of the 13F portfolio, value $129,289,429.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, LLC.
    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 753,192 shares
    Change vs previous 13F -10,320 shares

    14.89% of the 13F portfolio, value $140,470,256.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, LLC.
    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 763,512 shares
    Change vs previous 13F -23,742 shares

    14.84% of the 13F portfolio, value $142,456,008.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, LLC.
    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 787,254 shares
    Change vs previous 13F -8,284 shares

    13.88% of the 13F portfolio, value $124,378,233.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, LLC.
    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 795,538 shares
    Change vs previous 13F -1,787 shares

    11.08% of the 13F portfolio, value $86,220,355.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, LLC.
    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 797,325 shares
    Change vs previous 13F -11,450 shares

    13.45% of the 13F portfolio, value $107,072,745.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, LLC.
    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 808,775 shares
    Change vs previous 13F not available

    12.39% of the 13F portfolio, value $98,217,654.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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