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Segment Wealth Management, LLC: NVDA position timeline

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

Segment Wealth Management, LLC held 242,587 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,587 shares
    Change vs previous 13F +1,255 shares

    2.52% of the 13F portfolio, value $48,539,166.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, 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 241,332 shares
    Change vs previous 13F +1,727 shares

    2.47% of the 13F portfolio, value $42,088,243.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, 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 239,605 shares
    Change vs previous 13F +97,626 shares

    2.59% of the 13F portfolio, value $44,686,271.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, 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 141,979 shares
    Change vs previous 13F -221 shares

    1.59% of the 13F portfolio, value $26,490,355.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, 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 142,200 shares
    Change vs previous 13F -6,063 shares

    1.43% of the 13F portfolio, value $22,466,249.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, 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 148,263 shares
    Change vs previous 13F +8,230 shares

    1.09% of the 13F portfolio, value $16,068,779.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, 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 140,033 shares
    Change vs previous 13F -350 shares

    1.28% of the 13F portfolio, value $18,805,076.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, 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 140,383 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $17,048,126.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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