Skip to content
Disclosery

Spartan Planning & Wealth Management: NVDA position timeline

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

Spartan Planning & Wealth Management held 40,027 NVDA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,027 shares
    Change vs previous 13F -8,525 shares

    5.96% of the 13F portfolio, value $9,141,379.

    13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,552 shares
    Change vs previous 13F +19,532 shares

    6.47% of the 13F portfolio, value $9,714,704.

    13F-HR 0001749283-26-000005 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,020 shares
    Change vs previous 13F -24,728 shares

    3.74% of the 13F portfolio, value $5,061,133.

    13F-HR 0001749283-26-000004 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 53,748 shares
    Change vs previous 13F +5,733 shares

    7.4% of the 13F portfolio, value $10,024,005.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 48,015 shares
    Change vs previous 13F +20 shares

    7% of the 13F portfolio, value $8,958,639.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 47,995 shares
    Change vs previous 13F +21,376 shares

    6.5% of the 13F portfolio, value $7,582,730.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,619 shares
    Change vs previous 13F -24,139 shares

    2.8% of the 13F portfolio, value $2,884,967.

    13F-HR 0001749283-25-000003 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 50,758 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $6,816,292.

    13F-HR 0001749283-25-000001 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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