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PBMares Wealth Management LLC: NVDA position timeline

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

PBMares Wealth Management LLC held 11,162 NVDA shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,162 shares
    Change vs previous 13F -78 shares

    0.34% of the 13F portfolio, value $2,082,697.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 11,240 shares
    Change vs previous 13F -249 shares

    0.32% of the 13F portfolio, value $1,775,844.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 11,489 shares
    Change vs previous 13F -5,860 shares

    0.25% of the 13F portfolio, value $1,245,197.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 17,349 shares
    Change vs previous 13F +1,248 shares

    0.48% of the 13F portfolio, value $2,329,730.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 16,101 shares
    Change vs previous 13F -1,093 shares

    0.41% of the 13F portfolio, value $1,955,259.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 17,194 shares
    Change vs previous 13F +15,904 shares

    0.52% of the 13F portfolio, value $2,124,124.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 1,290 shares
    Change vs previous 13F +702 shares

    0.3% of the 13F portfolio, value $1,166,018.

    13F-HR 0001801682-24-000002 filed by PBMares 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 ended2023-12-31
    13F 588 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $291,189.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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