Manager × security

Key Client Fiduciary Advisors, LLC NVDA holdings history

Who else holds this security? →

NVIDIA CORP · CUSIP 67066G104 · CIK 1912612

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Key Client Fiduciary Advisors, LLC reported 40.78K NVDA (shares), valued at $8.16M, or 2.38% of its reported non-derivative portfolio. Filed 2026-07-09.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
2.38%
Shares
40.78K
40,784
Reported value
$8.16M
USD

Shares decreased 1.58%; reported value increased 12.92%, and weight changed -0.10 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.

QuarterWeightQuantitySource
Q2 20262.38%40,784SEC filing ↗Filed Jul 9, 2026
Q1 20262.48%41,439SEC filing ↗Filed Apr 9, 2026
Q4 20252.71%41,911SEC filing ↗Filed Jan 28, 2026
Q3 20252.61%41,475SEC filing ↗Filed Oct 14, 2025
Q2 20252.63%40,573SEC filing ↗Filed Jul 9, 2025
Q1 20251.93%38,651SEC filing ↗Filed Apr 10, 2025
Q4 20242.37%39,425SEC filing ↗Filed Jan 17, 2025
Q3 20242.12%38,409SEC filing ↗Filed Oct 18, 2024
Q2 20242.38%38,199SEC filing ↗Filed Jul 16, 2024
Q1 20241.58%3,298SEC filing ↗Filed Apr 15, 2024
Q4 20230.94%3,263SEC filing ↗Filed Jan 9, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20230.94%3,263$1.62MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 9, 2024
Q1 20241.58%3,298$2.98MShares increased 1.07%; reported value increased 84.42%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 15, 2024
Q2 20242.38%38,199$4.72MShares increased 1058.25%; reported value increased 58.34%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 16, 2024
Q3 20242.12%38,409$4.66MShares increased 0.55%; reported value decreased 1.16%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 18, 2024
Q4 20242.37%39,425$5.29MShares increased 2.65%; reported value increased 13.51%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 17, 2025
Q1 20251.93%38,651$4.19MShares decreased 1.96%; reported value decreased 20.88%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 10, 2025
Q2 20252.63%40,573$6.41MShares increased 4.97%; reported value increased 53.02%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 9, 2025
Q3 20252.61%41,475$7.74MShares increased 2.22%; reported value increased 20.72%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 14, 2025
Q4 20252.71%41,911$7.82MShares increased 1.05%; reported value increased 1.01%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 28, 2026
Q1 20262.48%41,439$7.23MShares decreased 1.13%; reported value decreased 7.54%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 9, 2026
Q2 20262.38%40,784$8.16MShares decreased 1.58%; reported value increased 12.92%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 9, 2026
Key Client Fiduciary Advisors, LLC · NVIDIA CORP

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.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1912612","quarter":"2026Q2","cusip":"67066G104"}

get_institutional_manager_history
{"cik":"1912612","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.