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Monument Group Wealth Advisors, LLC: NVDA position timeline

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

Monument Group Wealth Advisors, LLC held 2,378 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,378 shares
    Change vs previous 13F +581 shares

    0.2% of the 13F portfolio, value $418,028.

    13F-HR 0001965665-26-000003 filed by Monument Group Wealth Advisors, 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 1,797 shares
    Change vs previous 13F -1,033 shares

    0.17% of the 13F portfolio, value $313,396.

    13F-HR 0001965665-26-000002 filed by Monument Group Wealth Advisors, 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 2,830 shares
    Change vs previous 13F +850 shares

    0.29% of the 13F portfolio, value $527,795.

    13F-HR 0001965665-26-000001 filed by Monument Group Wealth Advisors, 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 1,980 shares
    Change vs previous 13F -326 shares

    0.22% of the 13F portfolio, value $369,428.

    13F-HR 0001965665-25-000005 filed by Monument Group Wealth Advisors, 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 2,306 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $364,324.

    13F-HR 0001965665-25-000004 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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