NVIDIA CORP · CUSIP 67066G104 · CIK 1726752
As of 2026-06-30, Pinnacle Wealth Planning Services, Inc. reported 113.06K NVDA (shares), valued at $22.62M, or 2.15% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 6.42%; reported value increased 7.36%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.15% | 113,064 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 2.18% | 120,821 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.35% | 120,637 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.66% | 121,597 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.46% | 118,489 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 1.60% | 97,985 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.89% | 93,643 | SEC filing ↗Filed Feb 27, 2025Amended |
| Q3 2024 | 2.25% | 136,196 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 2.37% | 134,154 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 1.87% | 14,129 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 1.15% | 14,847 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 1.42% | 19,806 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.42% | 19,806 | $8.62M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 1.15% | 14,847 | $7.35M | Shares decreased 25.04%; reported value decreased 14.66%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.87% | 14,129 | $12.77M | Shares decreased 4.84%; reported value increased 73.63%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.37% | 134,154 | $16.57M | Shares increased 849.49%; reported value increased 29.82%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.25% | 136,196 | $16.54M | Shares increased 1.52%; reported value decreased 0.20%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.89% | 93,643 | $12.58M | Shares decreased 31.24%; reported value decreased 23.97%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 27, 2025 |
| Q1 2025 | 1.60% | 97,985 | $10.62M | Shares increased 4.64%; reported value decreased 15.55%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 2.46% | 118,489 | $18.72M | Shares increased 20.93%; reported value increased 76.28%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 2.66% | 121,597 | $22.69M | Shares increased 2.62%; reported value increased 21.19%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.35% | 120,637 | $22.50M | Shares decreased 0.79%; reported value decreased 0.83%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.18% | 120,821 | $21.07M | Shares increased 0.15%; reported value decreased 6.35%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.15% | 113,064 | $22.62M | Shares decreased 6.42%; reported value increased 7.36%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.