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Wealthspire Advisors, LLC: NVDA position timeline

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

Wealthspire Advisors, LLC held 641,006 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 641,006 shares
    Change vs previous 13F +323,653 shares

    0.71% of the 13F portfolio, value $128,258,916.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 317,353 shares
    Change vs previous 13F -78,062 shares

    0.43% of the 13F portfolio, value $55,346,449.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 395,415 shares
    Change vs previous 13F +163,897 shares

    0.59% of the 13F portfolio, value $73,744,840.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 231,518 shares
    Change vs previous 13F -5,171 shares

    0.23% of the 13F portfolio, value $43,196,485.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 236,689 shares
    Change vs previous 13F +40,863 shares

    0.21% of the 13F portfolio, value $37,394,421.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 195,826 shares
    Change vs previous 13F +20,930 shares

    0.13% of the 13F portfolio, value $21,223,666.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 174,896 shares
    Change vs previous 13F +39,944 shares

    0.23% of the 13F portfolio, value $23,486,880.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 134,952 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,388,559.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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