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Disclosery

VANCE WEALTH, LLC: NVDA position timeline

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

VANCE WEALTH, LLC held 29,093 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 29,093 shares
    Change vs previous 13F +2,765 shares

    1.31% of the 13F portfolio, value $5,821,238.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 26,328 shares
    Change vs previous 13F +4,416 shares

    1.33% of the 13F portfolio, value $4,591,829.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 21,912 shares
    Change vs previous 13F -1,128 shares

    1.21% of the 13F portfolio, value $4,086,642.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, 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 23,040 shares
    Change vs previous 13F -641 shares

    1.32% of the 13F portfolio, value $4,298,972.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, 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 23,681 shares
    Change vs previous 13F +3,162 shares

    1.26% of the 13F portfolio, value $3,741,366.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, 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 20,519 shares
    Change vs previous 13F +4,447 shares

    0.84% of the 13F portfolio, value $2,223,895.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, 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 16,072 shares
    Change vs previous 13F -1,074 shares

    0.83% of the 13F portfolio, value $2,158,310.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, 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 17,146 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,082,150.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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