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Summit Wealth Partners, LLC: NVDA position timeline

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

Summit Wealth Partners, LLC held 58,946 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,946 shares
    Change vs previous 13F +1,088 shares

    1.68% of the 13F portfolio, value $11,794,548.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 57,858 shares
    Change vs previous 13F +50,001 shares

    1.6% of the 13F portfolio, value $10,090,488.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 7,857 shares
    Change vs previous 13F -6,345 shares

    0.27% of the 13F portfolio, value $1,465,325.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 14,202 shares
    Change vs previous 13F -16 shares

    0.48% of the 13F portfolio, value $2,649,732.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 14,218 shares
    Change vs previous 13F -978 shares

    0.43% of the 13F portfolio, value $2,246,353.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 15,196 shares
    Change vs previous 13F +934 shares

    0.33% of the 13F portfolio, value $1,646,935.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 14,262 shares
    Change vs previous 13F -4,597 shares

    0.39% of the 13F portfolio, value $1,915,208.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 18,859 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,290,272.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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