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PLANNING ALTERNATIVES LTD /ADV: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on NVDA, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 28,742 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,742 shares
    Change vs previous 13F +3,550 shares

    0.62% of the 13F portfolio, value $5,750,909.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 25,192 shares
    Change vs previous 13F +5,287 shares

    0.57% of the 13F portfolio, value $4,393,470.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 19,905 shares
    Change vs previous 13F +1,970 shares

    0.47% of the 13F portfolio, value $3,712,267.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 17,935 shares
    Change vs previous 13F +6,697 shares

    0.43% of the 13F portfolio, value $3,346,307.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 11,238 shares
    Change vs previous 13F +359 shares

    0.25% of the 13F portfolio, value $1,775,487.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 10,879 shares
    Change vs previous 13F +8,261 shares

    0.18% of the 13F portfolio, value $1,179,063.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 2,618 shares
    Change vs previous 13F +174 shares

    0.05% of the 13F portfolio, value $351,556.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    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 2,444 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $296,785.

    13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

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