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Nvest Financial, LLC: NVDA position timeline

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

Nvest Financial, LLC held 37,439 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,439 shares
    Change vs previous 13F -1,430 shares

    2.37% of the 13F portfolio, value $7,491,244.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 38,869 shares
    Change vs previous 13F -1,357 shares

    2.53% of the 13F portfolio, value $6,778,793.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 40,226 shares
    Change vs previous 13F +4,638 shares

    3.12% of the 13F portfolio, value $7,502,175.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 35,588 shares
    Change vs previous 13F +5,001 shares

    3.82% of the 13F portfolio, value $6,640,010.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 30,587 shares
    Change vs previous 13F +3,654 shares

    2.52% of the 13F portfolio, value $4,832,364.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 26,933 shares
    Change vs previous 13F +2,777 shares

    1.56% of the 13F portfolio, value $2,919,008.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 24,156 shares
    Change vs previous 13F +9,780 shares

    1.65% of the 13F portfolio, value $3,243,922.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 14,376 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,745,836.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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