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Vertex Planning Partners, LLC: NVDA position timeline

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

Vertex Planning Partners, LLC held 5,535 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 5,535 shares
    Change vs previous 13F +1,380 shares

    0.16% of the 13F portfolio, value $1,107,522.

    13F-HR 0001942341-26-000004 filed by Vertex Planning 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 4,155 shares
    Change vs previous 13F +199 shares

    0.14% of the 13F portfolio, value $724,656.

    13F-HR 0001942341-26-000003 filed by Vertex Planning 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 3,956 shares
    Change vs previous 13F -6,000 shares

    0.17% of the 13F portfolio, value $737,820.

    13F-HR 0001942341-26-000001 filed by Vertex Planning 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 9,956 shares
    Change vs previous 13F +1,765 shares

    0.36% of the 13F portfolio, value $1,857,612.

    13F-HR 0002085853-25-000286 filed by Vertex Planning 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 8,191 shares
    Change vs previous 13F +741 shares

    0.27% of the 13F portfolio, value $1,294,113.

    13F-HR 0001667731-25-001110 filed by Vertex Planning 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 7,450 shares
    Change vs previous 13F -282 shares

    0.18% of the 13F portfolio, value $807,441.

    13F-HR 0001667731-25-000634 filed by Vertex Planning 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 7,732 shares
    Change vs previous 13F +851 shares

    0.23% of the 13F portfolio, value $1,038,347.

    13F-HR 0001667731-25-000244 filed by Vertex Planning 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 6,881 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $835,632.

    13F-HR 0001942341-24-000008 filed by Vertex Planning Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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