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TCFG Investment Advisors, LLC: NVDA position timeline

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

TCFG Investment Advisors, LLC held 70,747 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,747 shares
    Change vs previous 13F -80,907 shares

    4.77% of the 13F portfolio, value $14,155,757.

    13F-HR 0001754960-26-000554 filed by TCFG Investment Advisors, 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 151,654 shares
    Change vs previous 13F +73,122 shares

    4.94% of the 13F portfolio, value $26,448,488.

    13F-HR 0001754960-26-000319 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TCFG WEALTH MANAGEMENT, LLC: 75,827 shares
    • TCFG Investment Advisors, LLC: 75,827 shares

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

  3. period ended2025-12-31
    13F 78,532 shares
    Change vs previous 13F -2,135 shares

    5.72% of the 13F portfolio, value $14,646,132.

    13F-HR 0001754960-26-000176 filed by TCFG 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/A 80,667 shares
    Change vs previous 13F -1,419 shares

    5.91% of the 13F portfolio, value $15,050,912.

    13F-HR/A 0001754960-25-000800 filed by TCFG 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 82,086 shares
    Change vs previous 13F -1,240 shares

    5.87% of the 13F portfolio, value $12,968,764.

    13F-HR 0001754960-25-000469 filed by TCFG 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 83,326 shares
    Change vs previous 13F +1,522 shares

    4.53% of the 13F portfolio, value $9,030,821.

    13F-HR 0001754960-25-000209 filed by TCFG 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 81,804 shares
    Change vs previous 13F -1,129 shares

    5.53% of the 13F portfolio, value $10,985,397.

    13F-HR 0001754960-25-000085 filed by TCFG 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 82,933 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $10,071,362.

    13F-HR 0001754960-24-000492 filed by TCFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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