Skip to content
Disclosery

Total Wealth Planning & Management, Inc.: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on NVDA, newest first. How the timeline and the estimate are built.

Total Wealth Planning & Management, Inc. held 10,366 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,366 shares
    Change vs previous 13F -823 shares

    1.5% of the 13F portfolio, value $2,074,168.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    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 11,189 shares
    Change vs previous 13F +506 shares

    1.55% of the 13F portfolio, value $1,951,369.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    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 10,683 shares
    Change vs previous 13F -2,783 shares

    1.58% of the 13F portfolio, value $1,992,387.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 13,466 shares
    Change vs previous 13F -52 shares

    1.84% of the 13F portfolio, value $2,127,497.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 13,518 shares
    Change vs previous 13F -1,935 shares

    1.5% of the 13F portfolio, value $1,465,083.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,453 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $2,075,185.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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