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Disclosery

Plan Group Financial, LLC: NVDA position timeline

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

Plan Group Financial, LLC held 15,121 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 15,121 shares
    Change vs previous 13F -171 shares

    0.63% of the 13F portfolio, value $3,025,497.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 15,292 shares
    Change vs previous 13F +2,669 shares

    0.63% of the 13F portfolio, value $2,666,885.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 12,623 shares
    Change vs previous 13F -2,669 shares

    0.61% of the 13F portfolio, value $2,354,188.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 15,292 shares
    Change vs previous 13F +4,197 shares

    0.77% of the 13F portfolio, value $2,853,166.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 11,095 shares
    Change vs previous 13F +5,954 shares

    0.58% of the 13F portfolio, value $1,752,884.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 5,141 shares
    Change vs previous 13F +2,940 shares

    0.2% of the 13F portfolio, value $557,235.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 2,201 shares
    Change vs previous 13F -176 shares

    0.16% of the 13F portfolio, value $295,628.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 2,377 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $288,713.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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