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Pacific Excel Wealth Advisors, Inc.: NVDA position timeline

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

Pacific Excel Wealth Advisors, Inc. held 34,193 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,193 shares
    Change vs previous 13F +27,366 shares

    2.65% of the 13F portfolio, value $6,841,704.

    13F-HR 0002110884-26-000004 filed by Pacific Excel Wealth Advisors, Inc.
    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 6,827 shares
    Change vs previous 13F +2,808 shares

    1.25% of the 13F portfolio, value $1,190,634.

    13F-HR 0002110884-26-000002 filed by Pacific Excel Wealth Advisors, Inc.
    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 4,019 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $749,324.

    13F-HR 0002110884-26-000001 filed by Pacific Excel Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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