NVIDIA CORP · CUSIP 67066G104 · CIK 1841496
As of 2026-06-30, Marshall Financial Group, LLC reported 79.74K NVDA (shares), valued at $15.95M, or 2.33% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares increased 0.82%; reported value increased 15.67%, and weight changed +0.12 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 | 2.33% | 79,736 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 2.21% | 79,090 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 2.86% | 79,066 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 2.91% | 79,923 | SEC filing ↗Filed Oct 8, 2025 |
| Q2 2025 | 2.47% | 79,447 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 1.86% | 78,362 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 2.63% | 80,800 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 2.38% | 82,116 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 2.81% | 81,461 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 2.29% | 8,824 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 1.44% | 8,993 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 1.67% | 10,636 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.67% | 10,636 | $4.63M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 1.44% | 8,993 | $4.45M | Shares decreased 15.45%; reported value decreased 3.74%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 2.29% | 8,824 | $7.97M | Shares decreased 1.88%; reported value increased 79.03%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 2.81% | 81,461 | $10.06M | Shares increased 823.18%; reported value increased 26.22%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 2.38% | 82,116 | $9.97M | Shares increased 0.80%; reported value decreased 0.91%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 2.63% | 80,800 | $10.85M | Shares decreased 1.60%; reported value increased 8.81%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 1.86% | 78,362 | $8.49M | Shares decreased 3.02%; reported value decreased 21.73%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 2.47% | 79,447 | $12.57M | Shares increased 1.38%; reported value increased 48.03%, and weight changed +0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 2.91% | 79,923 | $14.91M | Shares increased 0.60%; reported value increased 18.62%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2025 |
| Q4 2025 | 2.86% | 79,066 | $14.75M | Shares decreased 1.07%; reported value decreased 1.11%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 2.21% | 79,090 | $13.79M | Shares increased 0.03%; reported value decreased 6.46%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 2.33% | 79,736 | $15.95M | Shares increased 0.82%; reported value increased 15.67%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 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.