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Modern Wealth Management, LLC: NVDA position timeline

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

Modern Wealth Management, LLC held 296,826 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,826 shares
    Change vs previous 13F +71,791 shares

    0.71% of the 13F portfolio, value $59,391,854.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 225,035 shares
    Change vs previous 13F +36,658 shares

    0.68% of the 13F portfolio, value $39,549,982.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 188,377 shares
    Change vs previous 13F +10,416 shares

    0.64% of the 13F portfolio, value $35,132,170.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 177,961 shares
    Change vs previous 13F +12,241 shares

    0.66% of the 13F portfolio, value $33,203,929.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 165,720 shares
    Change vs previous 13F +13,322 shares

    0.65% of the 13F portfolio, value $26,181,990.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 152,398 shares
    Change vs previous 13F +42,131 shares

    0.53% of the 13F portfolio, value $16,516,963.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 110,267 shares
    Change vs previous 13F +49,442 shares

    0.55% of the 13F portfolio, value $14,807,714.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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/A 60,825 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,386,648.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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