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PDS Planning, Inc: NVDA position timeline

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

PDS Planning, Inc held 180,460 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,460 shares
    Change vs previous 13F +3,771 shares

    2.09% of the 13F portfolio, value $36,108,328.

    13F-HR 0000838618-26-000003 filed by PDS Planning, 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 176,689 shares
    Change vs previous 13F +3,693 shares

    2.03% of the 13F portfolio, value $30,814,628.

    13F-HR 0000838618-26-000002 filed by PDS Planning, 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 172,996 shares
    Change vs previous 13F +5,798 shares

    2.16% of the 13F portfolio, value $32,263,825.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 167,198 shares
    Change vs previous 13F -38 shares

    2.16% of the 13F portfolio, value $31,195,886.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 167,236 shares
    Change vs previous 13F +18,761 shares

    1.97% of the 13F portfolio, value $26,421,682.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 148,475 shares
    Change vs previous 13F +11,309 shares

    1.36% of the 13F portfolio, value $16,091,674.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 137,166 shares
    Change vs previous 13F +4,975 shares

    1.64% of the 13F portfolio, value $18,420,036.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 132,191 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $16,053,253.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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