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PALO ALTO WEALTH ADVISORS, LLC: NVDA position timeline

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

PALO ALTO WEALTH ADVISORS, LLC held 82,950 NVDA shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 82,950 shares
    Change vs previous 13F -15,389 shares

    4.67% of the 13F portfolio, value $16,022,532.

    13F-HR 0001951757-25-001406 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 98,339 shares
    Change vs previous 13F +29,317 shares

    5.88% of the 13F portfolio, value $15,537,475.

    13F-HR 0001951757-25-001091 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 69,022 shares
    Change vs previous 13F +42,903 shares

    3.5% of the 13F portfolio, value $8,968,046.

    13F-HR 0001951757-25-000562 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 26,119 shares
    Change vs previous 13F +6,017 shares

    1.23% of the 13F portfolio, value $3,507,500.

    13F-HR 0001951757-25-000266 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 20,102 shares
    Change vs previous 13F +6,410 shares

    1.2% of the 13F portfolio, value $2,888,839.

    13F-HR 0001951757-24-001178 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,692 shares
    Change vs previous 13F +12,323 shares

    1.17% of the 13F portfolio, value $1,691,471.

    13F-HR 0001951757-24-000747 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,369 shares
    Change vs previous 13F -130 shares

    0.87% of the 13F portfolio, value $1,237,026.

    13F-HR 0001951757-24-000420 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,499 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $742,335.

    13F-HR 0001951757-24-000200 filed by PALO ALTO WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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