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N.E.W. Advisory Services LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on NVDA, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 18,292 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 18,292 shares
    Change vs previous 13F -7,326 shares

    0.24% of the 13F portfolio, value $3,660,114.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 25,618 shares
    Change vs previous 13F -223 shares

    0.33% of the 13F portfolio, value $4,467,752.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 25,841 shares
    Change vs previous 13F -1,634 shares

    0.36% of the 13F portfolio, value $4,819,327.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 27,475 shares
    Change vs previous 13F +636 shares

    0.46% of the 13F portfolio, value $5,126,248.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 26,839 shares
    Change vs previous 13F -6,348 shares

    0.41% of the 13F portfolio, value $4,240,247.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 33,187 shares
    Change vs previous 13F +6,351 shares

    0.28% of the 13F portfolio, value $3,596,814.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 26,836 shares
    Change vs previous 13F +704 shares

    0.34% of the 13F portfolio, value $3,603,813.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 26,132 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,173,549.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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