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Disclosery

Meredith Wealth Planning: NVDA position timeline

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

Meredith Wealth Planning held 18,873 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,873 shares
    Change vs previous 13F +175 shares

    0.89% of the 13F portfolio, value $3,776,368.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 18,698 shares
    Change vs previous 13F -1,541 shares

    0.88% of the 13F portfolio, value $3,260,958.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 20,239 shares
    Change vs previous 13F +153 shares

    1.12% of the 13F portfolio, value $3,774,602.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 20,086 shares
    Change vs previous 13F +15,130 shares

    1.19% of the 13F portfolio, value $3,747,609.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 4,956 shares
    Change vs previous 13F +125 shares

    0.28% of the 13F portfolio, value $783,041.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 4,831 shares
    Change vs previous 13F -1,077 shares

    0.23% of the 13F portfolio, value $523,576.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 5,908 shares
    Change vs previous 13F +698 shares

    0.35% of the 13F portfolio, value $793,375.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 5,210 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $632,725.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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