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Williams Jones Wealth Management, LLC.: NVDA position timeline

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

Williams Jones Wealth Management, LLC. held 1,991,485 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,991,485 shares
    Change vs previous 13F +50,287 shares

    4.5% of the 13F portfolio, value $398,476,199.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth 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 1,941,198 shares
    Change vs previous 13F +4,576 shares

    4.16% of the 13F portfolio, value $338,544,851.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth 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 1,936,622 shares
    Change vs previous 13F -7,092 shares

    4.08% of the 13F portfolio, value $361,179,916.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth 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 1,943,714 shares
    Change vs previous 13F +3,498 shares

    4.15% of the 13F portfolio, value $362,658,067.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth 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 1,940,216 shares
    Change vs previous 13F +41,609 shares

    3.67% of the 13F portfolio, value $306,534,726.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth 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 1,898,607 shares
    Change vs previous 13F -93,180 shares

    2.63% of the 13F portfolio, value $205,771,027.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth 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 1,991,787 shares
    Change vs previous 13F -93,641 shares

    3.23% of the 13F portfolio, value $267,477,121.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth 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 2,085,428 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $253,254,388.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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