JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: NVDA position timeline

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 37,364 NVDA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 37,364 shares

   Change vs previous 13F -727 shares

   6.11% of the 13F portfolio, value $8,533,435.

   13F-HR 0001172661-26-004460 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Accepted 2026-10-09 14:49:04 UTC, ingested 2026-10-09 14:50:03 UTC

2. period ended2026-06-30

   13F 38,091 shares

   Change vs previous 13F +612 shares

   5.94% of the 13F portfolio, value $7,621,642.

   13F-HR 0001172661-26-002778 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 37,479 shares

   Change vs previous 13F -103,469 shares

   5.76% of the 13F portfolio, value $6,536,407.

   13F-HR 0001172661-26-002057 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 140,948 shares

   Change vs previous 13F not available

   5.4% of the 13F portfolio, value $26,287,088.

   13F-HR 0001172661-26-001571 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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