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Rooted Wealth Advisors, Inc.: NVDA position timeline

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

Rooted Wealth Advisors, Inc. held 26,256 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,256 shares
    Change vs previous 13F +1,090 shares

    1.29% of the 13F portfolio, value $5,253,589.

    13F-HR 0001963732-26-000003 filed by Rooted Wealth Advisors, Inc.
    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 25,166 shares
    Change vs previous 13F +6,073 shares

    1.34% of the 13F portfolio, value $5,084,984.

    13F-HR 0001963732-26-000002 filed by Rooted Wealth Advisors, Inc.
    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 19,093 shares
    Change vs previous 13F +403 shares

    0.94% of the 13F portfolio, value $3,325,754.

    13F-HR 0001963732-26-000001 filed by Rooted Wealth Advisors, Inc.
    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 18,690 shares
    Change vs previous 13F +1,281 shares

    1.07% of the 13F portfolio, value $3,506,550.

    13F-HR 0002063364-25-000228 filed by Rooted Wealth Advisors, Inc.
    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 17,409 shares
    Change vs previous 13F +393 shares

    0.99% of the 13F portfolio, value $2,871,026.

    13F-HR 0002063364-25-000122 filed by Rooted Wealth Advisors, Inc.
    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 17,016 shares
    Change vs previous 13F +795 shares

    0.69% of the 13F portfolio, value $1,604,737.

    13F-HR 0002063364-25-000013 filed by Rooted Wealth Advisors, Inc.
    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 16,221 shares
    Change vs previous 13F -555 shares

    0.89% of the 13F portfolio, value $2,273,000.

    13F-HR 0001963732-25-000003 filed by Rooted Wealth Advisors, Inc.
    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 16,776 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,143,000.

    13F-HR 0001963732-24-000011 filed by Rooted Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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