Skip to content
Disclosery

LWM Advisory Services, LLC: NVDA position timeline

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

LWM Advisory Services, LLC held 9,235 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,235 shares
    Change vs previous 13F -6,599 shares

    3.3% of the 13F portfolio, value $1,847,819.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, 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 15,834 shares
    Change vs previous 13F -9,932 shares

    2.98% of the 13F portfolio, value $2,791,995.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, 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 25,766 shares
    Change vs previous 13F -530 shares

    2.82% of the 13F portfolio, value $4,805,399.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, 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 26,296 shares
    Change vs previous 13F +302 shares

    2.86% of the 13F portfolio, value $4,901,694.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, 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 25,994 shares
    Change vs previous 13F -1,551 shares

    2.83% of the 13F portfolio, value $4,106,848.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, 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 27,545 shares
    Change vs previous 13F +1,435 shares

    2.08% of the 13F portfolio, value $2,996,217.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, 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 26,110 shares
    Change vs previous 13F -1,015 shares

    2.46% of the 13F portfolio, value $3,531,061.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, 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 27,125 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $3,294,087.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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