Skip to content
Disclosery

Strata Wealth Advisors, LLC: NVDA position timeline

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

Strata Wealth Advisors, LLC held 25,600 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,600 shares
    Change vs previous 13F +1,533 shares

    1.25% of the 13F portfolio, value $5,122,304.

    13F-HR 0001946237-26-000006 filed by Strata Wealth 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 24,067 shares
    Change vs previous 13F +7 shares

    1.15% of the 13F portfolio, value $4,197,285.

    13F-HR 0001946237-26-000003 filed by Strata Wealth 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 24,060 shares
    Change vs previous 13F +50 shares

    1.25% of the 13F portfolio, value $4,487,126.

    13F-HR 0001946237-26-000002 filed by Strata Wealth 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 24,010 shares
    Change vs previous 13F +331 shares

    1.18% of the 13F portfolio, value $4,479,722.

    13F-HR 0001946237-25-000008 filed by Strata Wealth 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 23,679 shares
    Change vs previous 13F +3,355 shares

    1.03% of the 13F portfolio, value $3,741,047.

    13F-HR 0001946237-25-000007 filed by Strata Wealth 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 20,324 shares
    Change vs previous 13F -2,007 shares

    0.68% of the 13F portfolio, value $2,202,716.

    13F-HR 0001946237-25-000005 filed by Strata Wealth 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 22,331 shares
    Change vs previous 13F +2,196 shares

    0.94% of the 13F portfolio, value $2,998,836.

    13F-HR 0001946237-25-000001 filed by Strata Wealth 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 20,135 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,445,196.

    13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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