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Disclosery

Wealth Group, Ltd.: NVDA position timeline

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

Wealth Group, Ltd. held 104,675 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,675 shares
    Change vs previous 13F +74,969 shares

    5.23% of the 13F portfolio, value $20,944,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 29,706 shares
    Change vs previous 13F +255 shares

    4.83% of the 13F portfolio, value $5,181,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 29,451 shares
    Change vs previous 13F -3,091 shares

    5.35% of the 13F portfolio, value $5,493,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 32,542 shares
    Change vs previous 13F -7,597 shares

    5.1% of the 13F portfolio, value $5,141,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 40,139 shares
    Change vs previous 13F +3,583 shares

    2.82% of the 13F portfolio, value $4,350,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 36,556 shares
    Change vs previous 13F -468 shares

    3.18% of the 13F portfolio, value $4,909,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 37,024 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $4,496,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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