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INSTRUMENTAL WEALTH, LLC: NVDA position timeline

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

INSTRUMENTAL WEALTH, LLC held 18,336 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,336 shares
    Change vs previous 13F +854 shares

    1.86% of the 13F portfolio, value $3,668,868.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, 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 17,482 shares
    Change vs previous 13F +3,800 shares

    1.87% of the 13F portfolio, value $3,048,794.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL WEALTH, 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 13,682 shares
    Change vs previous 13F +326 shares

    1.52% of the 13F portfolio, value $2,529,594.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, 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 13,356 shares
    Change vs previous 13F +1,691 shares

    1.9% of the 13F portfolio, value $2,709,833.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, 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 11,665 shares
    Change vs previous 13F -115 shares

    1.58% of the 13F portfolio, value $1,991,206.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL WEALTH, 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 11,780 shares
    Change vs previous 13F +1,552 shares

    1.18% of the 13F portfolio, value $1,307,649.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL WEALTH, 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 10,228 shares
    Change vs previous 13F +768 shares

    1.3% of the 13F portfolio, value $1,374,958.

    13F-HR 0001976010-25-000001 filed by INSTRUMENTAL WEALTH, 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 9,460 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,306,115.

    13F-HR 0001976010-24-000011 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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