StoneCrest Wealth Management, Inc.: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of StoneCrest Wealth Management, Inc. on NVDA, newest first. How the timeline and the estimate are built.
StoneCrest Wealth Management, Inc. held 64,534 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 64,534 sharesChange vs previous 13F -13,768 shares
4.13% of the 13F portfolio, value $12,912,608.
13F-HR 0001951757-26-000973 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 78,302 sharesChange vs previous 13F -1,544 shares
5.78% of the 13F portfolio, value $13,655,869.
13F-HR 0001951757-26-000528 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 79,846 sharesChange vs previous 13F -611 shares
6.01% of the 13F portfolio, value $14,891,279.
13F-HR 0001951757-26-000215 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 80,457 sharesChange vs previous 13F -939 shares
6.58% of the 13F portfolio, value $15,011,667.
13F-HR 0001951757-25-001189 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 81,396 sharesChange vs previous 13F -92 shares
6.13% of the 13F portfolio, value $12,859,754.
13F-HR 0001951757-25-000846 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 81,488 sharesChange vs previous 13F -2,599 shares
5.61% of the 13F portfolio, value $8,831,669.
13F-HR 0001951757-25-000307 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 84,087 sharesChange vs previous 13F -582 shares
7.37% of the 13F portfolio, value $11,292,043.
13F-HR 0001951757-25-000029 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 84,669 sharesChange vs previous 13F not available
7.48% of the 13F portfolio, value $10,282,203.
13F-HR 0001951757-24-000998 filed by StoneCrest Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).