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Triad Wealth Partners, LLC: NVDA position timeline

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

Triad Wealth Partners, LLC held 169,599 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,599 shares
    Change vs previous 13F +33,804 shares

    2.08% of the 13F portfolio, value $35,045,878.

    13F-HR 0002012717-26-000004 filed by Triad 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 135,795 shares
    Change vs previous 13F +50,478 shares

    1.88% of the 13F portfolio, value $23,682,682.

    13F-HR 0002012717-26-000003 filed by Triad 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 85,317 shares
    Change vs previous 13F +11,746 shares

    1.51% of the 13F portfolio, value $15,911,650.

    13F-HR 0002012717-26-000002 filed by Triad 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 73,571 shares
    Change vs previous 13F +26,683 shares

    1.77% of the 13F portfolio, value $13,726,803.

    13F-HR 0002012717-25-000007 filed by Triad 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 46,888 shares
    Change vs previous 13F +17,000 shares

    1.5% of the 13F portfolio, value $7,407,800.

    13F-HR 0002012717-25-000005 filed by Triad 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 29,888 shares
    Change vs previous 13F +5,526 shares

    1.01% of the 13F portfolio, value $3,239,309.

    13F-HR 0002012717-25-000003 filed by Triad 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 24,362 shares
    Change vs previous 13F +4,338 shares

    1.18% of the 13F portfolio, value $3,271,632.

    13F-HR 0002012717-25-000001 filed by Triad 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 20,024 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,431,668.

    13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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