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
- period ended2026-06-3013F 2,378 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,797 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,830 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,980 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,306 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).