NVIDIA CORP · CUSIP 67066G104 · CIK 1912584
As of 2025-06-30, Tyler-Stone Wealth Management reported 304.91K NVDA (shares), valued at $48.17M, or 7.76% of its reported non-derivative portfolio. Filed 2025-08-18.
Verify history & sources →Shares decreased 4.67%; reported value increased 38.97%, and weight changed +1.54 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 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | 7.76% | 304,913 | SEC filing ↗Filed Aug 18, 2025 |
| Q1 2025 | 6.22% | 319,845 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 8.01% | 335,130 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 7.97% | 347,440 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 8.74% | 171,511 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 6.95% | 17,309 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 4.44% | 17,872 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.44% | 17,872 | $8.85M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 6.95% | 17,309 | $15.64M | Shares decreased 3.15%; reported value increased 76.71%, and weight changed +2.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 8.74% | 171,511 | $21.19M | Shares increased 890.88%; reported value increased 35.48%, and weight changed +1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 7.97% | 347,440 | $42.19M | Shares increased 102.58%; reported value increased 99.13%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 8.01% | 335,130 | $45.00M | Shares decreased 3.54%; reported value increased 6.66%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 6.22% | 319,845 | $34.66M | Shares decreased 4.56%; reported value decreased 22.98%, and weight changed -1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 7.76% | 304,913 | $48.17M | Shares decreased 4.67%; reported value increased 38.97%, and weight changed +1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 18, 2025 |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
Take these holdings further.
This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
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.