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WEALTH EFFECTS LLC: NVDA position timeline

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

WEALTH EFFECTS LLC held 157,193 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,193 shares
    Change vs previous 13F +150 shares

    8.49% of the 13F portfolio, value $31,452,652.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 157,043 shares
    Change vs previous 13F -1,436 shares

    9.71% of the 13F portfolio, value $27,388,264.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 158,479 shares
    Change vs previous 13F -5,348 shares

    9.26% of the 13F portfolio, value $29,556,389.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 163,827 shares
    Change vs previous 13F -10,858 shares

    9.83% of the 13F portfolio, value $30,566,805.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 174,685 shares
    Change vs previous 13F -6,674 shares

    10.33% of the 13F portfolio, value $27,598,554.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 181,359 shares
    Change vs previous 13F -13,792 shares

    8.26% of the 13F portfolio, value $19,655,652.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 195,151 shares
    Change vs previous 13F -5,166 shares

    9.31% of the 13F portfolio, value $26,206,892.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 200,317 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $24,326,482.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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