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Invera Wealth Advisors, LLC: NVDA position timeline

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

Invera Wealth Advisors, LLC held 24,388 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 24,388 shares
    Change vs previous 13F -1,531 shares

    2.62% of the 13F portfolio, value $4,879,795.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, 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 25,919 shares
    Change vs previous 13F +4,974 shares

    2.9% of the 13F portfolio, value $4,520,274.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, 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 20,945 shares
    Change vs previous 13F -1,143 shares

    2.47% of the 13F portfolio, value $3,906,243.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, 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 22,088 shares
    Change vs previous 13F -399 shares

    2.54% of the 13F portfolio, value $4,121,179.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, 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 22,487 shares
    Change vs previous 13F -428 shares

    2.32% of the 13F portfolio, value $3,552,721.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, 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/A 22,915 shares
    Change vs previous 13F -9,513 shares

    1.6% of the 13F portfolio, value $2,483,528.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, 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 32,428 shares
    Change vs previous 13F -3,454 shares

    4.73% of the 13F portfolio, value $4,774,068.

    13F-HR 0001976780-25-000001 filed by Invera Wealth Advisors, 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 35,882 shares
    Change vs previous 13F not available

    5.31% of the 13F portfolio, value $5,342,127.

    13F-HR 0001976780-24-000009 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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