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Disclosery

Advisor OS, LLC: NVDA position timeline

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

Advisor OS, LLC held 147,120 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 147,120 shares
    Change vs previous 13F -686 shares

    1.96% of the 13F portfolio, value $29,437,141.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 147,806 shares
    Change vs previous 13F +6,784 shares

    1.87% of the 13F portfolio, value $25,777,389.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 141,022 shares
    Change vs previous 13F -4,290 shares

    2.12% of the 13F portfolio, value $26,300,625.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 145,312 shares
    Change vs previous 13F +6,302 shares

    2.34% of the 13F portfolio, value $27,112,229.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 139,010 shares
    Change vs previous 13F +12,050 shares

    2.16% of the 13F portfolio, value $21,962,279.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 126,960 shares
    Change vs previous 13F +1,789 shares

    1.57% of the 13F portfolio, value $13,759,961.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 125,171 shares
    Change vs previous 13F -581 shares

    1.95% of the 13F portfolio, value $16,809,191.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 125,752 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $15,271,365.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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