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Disclosery

Concord Wealth Partners: NVDA position timeline

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

Concord Wealth Partners held 296,618 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,618 shares
    Change vs previous 13F +1,108 shares

    3.91% of the 13F portfolio, value $59,350,333.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 200,224 shares
    • Concord Asset Management, LLC/VA: 96,394 shares

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

  2. period ended2026-03-31
    13F 295,510 shares
    Change vs previous 13F +279 shares

    3.78% of the 13F portfolio, value $51,537,007.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 199,553 shares
    • Concord Asset Management, LLC/VA: 95,957 shares

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

  3. period ended2025-12-31
    13F 295,231 shares
    Change vs previous 13F +20,896 shares

    4.09% of the 13F portfolio, value $55,060,600.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 201,199 shares
    • Concord Asset Management, LLC/VA: 94,032 shares

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

  4. period ended2025-09-30
    13F 274,335 shares
    Change vs previous 13F -138,647 shares

    4.01% of the 13F portfolio, value $51,185,505.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 181,056 shares
    • Concord Asset Management, LLC/VA: 93,279 shares

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

  5. period ended2025-06-30
    13F 412,982 shares
    Change vs previous 13F +126,707 shares

    4.83% of the 13F portfolio, value $65,246,998.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 206,491 shares
    • Concord Asset Management, LLC/VA: 206,491 shares

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

  6. period ended2025-03-31
    13F 286,275 shares
    Change vs previous 13F +7,739 shares

    2.87% of the 13F portfolio, value $30,482,879.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 190,403 shares
    • Concord Asset Management, LLC/VA: 95,872 shares

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

  7. period ended2024-12-31
    13F 278,536 shares
    Change vs previous 13F -36,259 shares

    3.51% of the 13F portfolio, value $37,404,648.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 187,800 shares
    • Concord Asset Management, LLC/VA: 90,736 shares

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

  8. period ended2024-09-30
    13F 314,795 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $38,228,674.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 213,823 shares
    • Concord Asset Management, LLC/VA: 100,972 shares

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