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Portside Wealth Group, LLC: NVDA position timeline

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

Portside Wealth Group, LLC held 137,669 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,669 shares
    Change vs previous 13F +7,141 shares

    3.22% of the 13F portfolio, value $27,546,163.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 130,528 shares
    Change vs previous 13F +2,148 shares

    3.09% of the 13F portfolio, value $22,764,029.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 128,380 shares
    Change vs previous 13F +7,152 shares

    3.24% of the 13F portfolio, value $23,942,812.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 121,228 shares
    Change vs previous 13F +36,653 shares

    3.14% of the 13F portfolio, value $22,618,725.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 84,575 shares
    Change vs previous 13F +914 shares

    1.98% of the 13F portfolio, value $13,362,047.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 83,661 shares
    Change vs previous 13F +10,225 shares

    1.48% of the 13F portfolio, value $9,067,206.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 73,436 shares
    Change vs previous 13F +7,408 shares

    1.63% of the 13F portfolio, value $9,861,721.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 66,028 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $8,018,440.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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