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Disclosery

Whelan Financial: NVDA position timeline

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

Whelan Financial held 43,999 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,999 shares
    Change vs previous 13F +83 shares

    2.4% of the 13F portfolio, value $8,803,824.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 43,916 shares
    Change vs previous 13F +10,498 shares

    2.38% of the 13F portfolio, value $7,658,871.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 33,418 shares
    Change vs previous 13F -710 shares

    1.95% of the 13F portfolio, value $6,232,372.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 34,128 shares
    Change vs previous 13F +8,348 shares

    2.02% of the 13F portfolio, value $6,367,588.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 25,780 shares
    Change vs previous 13F -604 shares

    1.47% of the 13F portfolio, value $4,072,984.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 26,384 shares
    Change vs previous 13F +10 shares

    1.11% of the 13F portfolio, value $2,859,506.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 26,374 shares
    Change vs previous 13F +10,035 shares

    1.39% of the 13F portfolio, value $3,541,781.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 16,339 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,984,246.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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