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Phoenix Wealth Advisors: NVDA position timeline

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

Phoenix Wealth Advisors held 7,104 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,104 shares
    Change vs previous 13F +19 shares

    0.48% of the 13F portfolio, value $1,421,457.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 7,085 shares
    Change vs previous 13F -161 shares

    0.49% of the 13F portfolio, value $1,235,639.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 7,246 shares
    Change vs previous 13F +21 shares

    0.52% of the 13F portfolio, value $1,351,395.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 7,225 shares
    Change vs previous 13F +82 shares

    0.52% of the 13F portfolio, value $1,348,057.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 7,143 shares
    Change vs previous 13F -55 shares

    0.47% of the 13F portfolio, value $1,128,536.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 7,198 shares
    Change vs previous 13F -3,111 shares

    0.34% of the 13F portfolio, value $780,129.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 10,309 shares
    Change vs previous 13F +394 shares

    0.6% of the 13F portfolio, value $1,384,407.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 9,915 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,204,078.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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