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Philip James Wealth Mangement, LLC: NVDA position timeline

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

Philip James Wealth Mangement, LLC held 9,254 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,254 shares
    Change vs previous 13F -3,058 shares

    0.21% of the 13F portfolio, value $1,851,641.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 12,312 shares
    Change vs previous 13F +1,519 shares

    0.25% of the 13F portfolio, value $2,147,145.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 10,793 shares
    Change vs previous 13F -716 shares

    0.23% of the 13F portfolio, value $2,012,862.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 11,509 shares
    Change vs previous 13F +21 shares

    0.25% of the 13F portfolio, value $2,147,395.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 11,488 shares
    Change vs previous 13F -2,317 shares

    0.23% of the 13F portfolio, value $1,814,933.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 13,805 shares
    Change vs previous 13F -4,678 shares

    0.18% of the 13F portfolio, value $1,496,136.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 18,483 shares
    Change vs previous 13F +634 shares

    0.32% of the 13F portfolio, value $2,482,020.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 17,849 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,167,571.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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