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WealthPlan Investment Management, LLC: NVDA position timeline

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

WealthPlan Investment Management, LLC held 262,484 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,484 shares
    Change vs previous 13F -13,222 shares

    2.61% of the 13F portfolio, value $52,520,518.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 275,706 shares
    Change vs previous 13F +68,945 shares

    2.68% of the 13F portfolio, value $48,083,144.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 206,761 shares
    Change vs previous 13F +50,671 shares

    2.46% of the 13F portfolio, value $38,560,906.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 156,090 shares
    Change vs previous 13F -23,034 shares

    1.93% of the 13F portfolio, value $29,123,344.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 179,124 shares
    Change vs previous 13F +69,033 shares

    2.06% of the 13F portfolio, value $28,299,871.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 110,091 shares
    Change vs previous 13F +28,049 shares

    1.17% of the 13F portfolio, value $11,931,666.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 82,042 shares
    Change vs previous 13F -9,521 shares

    1.09% of the 13F portfolio, value $11,017,426.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 91,563 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $11,119,367.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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