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Mowery & Schoenfeld Wealth Management, LLC: NVDA position timeline

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

Mowery & Schoenfeld Wealth Management, LLC held 18,984 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,984 shares
    Change vs previous 13F +60 shares

    5.18% of the 13F portfolio, value $3,798,453.

    13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld 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 18,924 shares
    Change vs previous 13F -5,979 shares

    5.04% of the 13F portfolio, value $3,300,276.

    13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld 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 24,903 shares
    Change vs previous 13F +5,979 shares

    6.73% of the 13F portfolio, value $4,644,335.

    13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld 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 18,924 shares
    Change vs previous 13F -368 shares

    6.06% of the 13F portfolio, value $3,530,766.

    13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld 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 19,292 shares
    Change vs previous 13F +14,651 shares

    4.93% of the 13F portfolio, value $3,047,880.

    13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld 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 4,641 shares
    Change vs previous 13F +226 shares

    0.99% of the 13F portfolio, value $502,981.

    13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld 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 4,415 shares
    Change vs previous 13F +3,835 shares

    1.15% of the 13F portfolio, value $592,891.

    13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld 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 580 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $70,436.

    13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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