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CreativeOne Wealth, LLC: NVDA position timeline

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

CreativeOne Wealth, LLC held 484,553 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 484,553 shares
    Change vs previous 13F -6,936 shares

    2.09% of the 13F portfolio, value $96,954,060.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 491,489 shares
    Change vs previous 13F +16,519 shares

    1.99% of the 13F portfolio, value $85,715,750.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 474,970 shares
    Change vs previous 13F +12,780 shares

    2.15% of the 13F portfolio, value $88,581,847.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 462,190 shares
    Change vs previous 13F +16,366 shares

    2.11% of the 13F portfolio, value $86,235,476.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 445,824 shares
    Change vs previous 13F +22,201 shares

    1.84% of the 13F portfolio, value $70,435,699.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 423,623 shares
    Change vs previous 13F +45,786 shares

    1.37% of the 13F portfolio, value $45,912,256.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 377,837 shares
    Change vs previous 13F +96,585 shares

    1.55% of the 13F portfolio, value $50,739,743.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 281,252 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $34,155,241.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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