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STRATEGIC PLANNING GROUP, LLC: NVDA position timeline

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

STRATEGIC PLANNING GROUP, LLC held 184,436 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 184,436 shares
    Change vs previous 13F +37,391 shares

    4.02% of the 13F portfolio, value $36,903,933.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 147,045 shares
    Change vs previous 13F -44,349 shares

    3.58% of the 13F portfolio, value $25,644,664.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 191,394 shares
    Change vs previous 13F +7,195 shares

    4.59% of the 13F portfolio, value $35,695,067.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 184,199 shares
    Change vs previous 13F -11,826 shares

    4.65% of the 13F portfolio, value $34,368,014.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, 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 196,025 shares
    Change vs previous 13F +29,693 shares

    5.03% of the 13F portfolio, value $30,970,094.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, 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 166,332 shares
    Change vs previous 13F -38,363 shares

    3.53% of the 13F portfolio, value $18,027,108.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, 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 204,695 shares
    Change vs previous 13F -4,478 shares

    5.05% of the 13F portfolio, value $27,488,532.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, 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 209,173 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $25,402,071.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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