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Westwood Wealth Management: NVDA position timeline

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

Westwood Wealth Management held 556,854 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 556,854 shares
    Change vs previous 13F -6,893 shares

    32.3% of the 13F portfolio, value $111,420,926.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 563,747 shares
    Change vs previous 13F +553,536 shares

    38.58% of the 13F portfolio, value $98,317,473.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 10,211 shares
    Change vs previous 13F -549,940 shares

    1.43% of the 13F portfolio, value $1,904,377.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 560,151 shares
    Change vs previous 13F -105,174 shares

    38.33% of the 13F portfolio, value $104,512,974.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 665,325 shares
    Change vs previous 13F -31,099 shares

    35.31% of the 13F portfolio, value $105,114,697.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 696,424 shares
    Change vs previous 13F -79,746 shares

    32.55% of the 13F portfolio, value $75,478,433.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 776,170 shares
    Change vs previous 13F -6,626 shares

    37.65% of the 13F portfolio, value $104,231,869.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 782,796 shares
    Change vs previous 13F not available

    37.27% of the 13F portfolio, value $95,062,746.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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