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Wealth Preservation Advisors, LLC: NVDA position timeline

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

Wealth Preservation Advisors, LLC held 111,041 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 111,041 shares
    Change vs previous 13F +23,076 shares

    12.67% of the 13F portfolio, value $22,218,123.

    13F-HR 0001968434-26-000007 filed by Wealth Preservation Advisors, 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 87,965 shares
    Change vs previous 13F -6,216 shares

    12.74% of the 13F portfolio, value $15,341,126.

    13F-HR 0001968434-26-000006 filed by Wealth Preservation Advisors, 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 94,181 shares
    Change vs previous 13F +3,826 shares

    8.84% of the 13F portfolio, value $17,564,815.

    13F-HR 0001968434-26-000005 filed by Wealth Preservation Advisors, 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 90,355 shares
    Change vs previous 13F -10,767 shares

    9.81% of the 13F portfolio, value $16,858,402.

    13F-HR 0001968434-25-000005 filed by Wealth Preservation Advisors, 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 101,122 shares
    Change vs previous 13F +7,590 shares

    9.85% of the 13F portfolio, value $15,976,236.

    13F-HR 0001968434-25-000003 filed by Wealth Preservation Advisors, 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 93,532 shares
    Change vs previous 13F not available

    7.24% of the 13F portfolio, value $10,137,051.

    13F-HR 0001968434-25-000002 filed by Wealth Preservation Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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