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WealthPLAN Partners, LLC: NVDA position timeline

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

WealthPLAN Partners, LLC held 53,377 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 53,377 shares
    Change vs previous 13F -5,494 shares

    2.04% of the 13F portfolio, value $10,680,294.

    13F-HR 0001639943-26-000004 filed by WealthPLAN 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 58,871 shares
    Change vs previous 13F -37,287 shares

    1.99% of the 13F portfolio, value $10,267,110.

    13F-HR 0001639943-26-000003 filed by WealthPLAN 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 96,158 shares
    Change vs previous 13F -13,833 shares

    2.68% of the 13F portfolio, value $17,933,517.

    13F-HR 0001639943-26-000001 filed by WealthPLAN 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 109,991 shares
    Change vs previous 13F +17,525 shares

    3.08% of the 13F portfolio, value $20,522,044.

    13F-HR 0001639943-25-000002 filed by WealthPLAN 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 92,466 shares
    Change vs previous 13F +6,224 shares

    2.35% of the 13F portfolio, value $14,608,731.

    13F-HR 0001929986-25-000005 filed by WealthPLAN 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 86,242 shares
    Change vs previous 13F +13,995 shares

    1.32% of the 13F portfolio, value $9,346,865.

    13F-HR 0002009530-25-000004 filed by WealthPLAN 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 72,247 shares
    Change vs previous 13F -4,628 shares

    1.38% of the 13F portfolio, value $9,701,997.

    13F-HR 0001929986-25-000002 filed by WealthPLAN 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 76,875 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $9,335,671.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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