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Disclosery

True Wealth Design, LLC: NVDA position timeline

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

True Wealth Design, LLC held 7,904 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 7,904 shares
    Change vs previous 13F +260 shares

    0.38% of the 13F portfolio, value $1,581,512.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 7,644 shares
    Change vs previous 13F +1,421 shares

    0.37% of the 13F portfolio, value $1,333,087.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 6,223 shares
    Change vs previous 13F +71 shares

    0.34% of the 13F portfolio, value $1,160,559.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 6,152 shares
    Change vs previous 13F +2,000 shares

    0.35% of the 13F portfolio, value $1,147,884.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 4,152 shares
    Change vs previous 13F -556 shares

    0.23% of the 13F portfolio, value $656,038.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 4,708 shares
    Change vs previous 13F +1,361 shares

    0.19% of the 13F portfolio, value $510,297.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 3,347 shares
    Change vs previous 13F +262 shares

    0.17% of the 13F portfolio, value $449,523.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, 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 3,085 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $374,643.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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