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Investments & Financial Planning, LLC: NVDA position timeline

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

Investments & Financial Planning, LLC held 24,848 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,848 shares
    Change vs previous 13F +41 shares

    2.35% of the 13F portfolio, value $4,971,876.

    13F-HR 0001909307-26-000007 filed by Investments & Financial Planning, 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 24,807 shares
    Change vs previous 13F +527 shares

    2.36% of the 13F portfolio, value $4,326,272.

    13F-HR 0001909307-26-000005 filed by Investments & Financial Planning, 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 24,280 shares
    Change vs previous 13F +44 shares

    2.43% of the 13F portfolio, value $4,528,146.

    13F-HR 0001909307-26-000002 filed by Investments & Financial Planning, 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 24,236 shares
    Change vs previous 13F +17 shares

    2.44% of the 13F portfolio, value $4,521,971.

    13F-HR 0001909307-25-000013 filed by Investments & Financial Planning, 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 24,219 shares
    Change vs previous 13F +182 shares

    2.2% of the 13F portfolio, value $3,826,325.

    13F-HR 0001909307-25-000010 filed by Investments & Financial Planning, 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 24,037 shares
    Change vs previous 13F +1,005 shares

    1.69% of the 13F portfolio, value $2,605,168.

    13F-HR 0001909307-25-000005 filed by Investments & Financial Planning, 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 23,032 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $3,093,015.

    13F-HR 0001909307-25-000002 filed by Investments & Financial Planning, 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 23,032 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,796,975.

    13F-HR 0001909307-24-000010 filed by Investments & Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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