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Level Financial Advisors: NVDA position timeline

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

Level Financial Advisors held 6,127 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,127 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $1,226,047.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 6,134 shares
    Change vs previous 13F +574 shares

    0.27% of the 13F portfolio, value $1,069,804.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 5,560 shares
    Change vs previous 13F +839 shares

    0.27% of the 13F portfolio, value $1,036,977.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 4,721 shares
    Change vs previous 13F -35 shares

    0.25% of the 13F portfolio, value $880,876.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 4,756 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $751,425.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 4,756 shares
    Change vs previous 13F +387 shares

    0.18% of the 13F portfolio, value $515,470.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 4,369 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $586,732.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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