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Strategies Wealth Advisors, LLC: NVDA position timeline

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

Strategies Wealth Advisors, LLC held 59,499 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,499 shares
    Change vs previous 13F -2,542 shares

    1.06% of the 13F portfolio, value $11,905,160.

    13F-HR 0001976435-26-000004 filed by Strategies 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 62,041 shares
    Change vs previous 13F +472 shares

    1.09% of the 13F portfolio, value $10,819,905.

    13F-HR 0001976435-26-000003 filed by Strategies 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 61,569 shares
    Change vs previous 13F -3,857 shares

    1.15% of the 13F portfolio, value $11,482,597.

    13F-HR 0001976435-26-000001 filed by Strategies 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 65,426 shares
    Change vs previous 13F +13,383 shares

    1.27% of the 13F portfolio, value $12,207,184.

    13F-HR 0000905729-25-000182 filed by Strategies 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 52,043 shares
    Change vs previous 13F -6,946 shares

    0.9% of the 13F portfolio, value $8,222,278.

    13F-HR 0000905729-25-000134 filed by Strategies 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 58,989 shares
    Change vs previous 13F +33,931 shares

    0.78% of the 13F portfolio, value $6,393,185.

    13F-HR 0000905729-25-000093 filed by Strategies 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 25,058 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,282,777.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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