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Plan A Wealth LLC: NVDA position timeline

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

Plan A Wealth LLC held 30,413 NVDA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,413 shares
    Change vs previous 13F +1,101 shares

    2.48% of the 13F portfolio, value $6,945,721.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,312 shares
    Change vs previous 13F -12 shares

    2.49% of the 13F portfolio, value $5,865,038.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,324 shares
    Change vs previous 13F -223 shares

    2.45% of the 13F portfolio, value $5,114,041.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 29,547 shares
    Change vs previous 13F -450 shares

    2.7% of the 13F portfolio, value $5,510,447.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,997 shares
    Change vs previous 13F +548 shares

    2.85% of the 13F portfolio, value $5,596,877.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 29,449 shares
    Change vs previous 13F +5,432 shares

    2.64% of the 13F portfolio, value $4,652,703.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,017 shares
    Change vs previous 13F +4,158 shares

    2.02% of the 13F portfolio, value $2,602,974.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,859 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,666,879.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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