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ROI Financial Advisors, LLC: NVDA position timeline

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

ROI Financial Advisors, LLC held 58,432 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,432 shares
    Change vs previous 13F -2,164 shares

    6.05% of the 13F portfolio, value $11,691,664.

    13F-HR 0001941040-26-000606 filed by ROI Financial Advisors, 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 60,596 shares
    Change vs previous 13F -3,811 shares

    6.32% of the 13F portfolio, value $10,568,026.

    13F-HR 0001941040-26-000371 filed by ROI Financial Advisors, 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 64,407 shares
    Change vs previous 13F -3,964 shares

    6.9% of the 13F portfolio, value $12,011,857.

    13F-HR 0001941040-26-000135 filed by ROI Financial Advisors, 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 68,371 shares
    Change vs previous 13F -10,904 shares

    7.62% of the 13F portfolio, value $12,756,708.

    13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, 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 79,275 shares
    Change vs previous 13F -3,129 shares

    7.96% of the 13F portfolio, value $12,524,633.

    13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, 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 82,404 shares
    Change vs previous 13F -2,704 shares

    6.49% of the 13F portfolio, value $8,930,920.

    13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, 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 85,108 shares
    Change vs previous 13F -11,905 shares

    7.78% of the 13F portfolio, value $11,429,167.

    13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, 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 97,013 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $11,781,286.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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