NVIDIA CORP · CUSIP 67066G104 · CIK 1929986
As of 2026-06-30, WealthPlan Investment Management, LLC reported 262.48K NVDA (shares), valued at $52.52M, or 2.61% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 4.80%; reported value increased 9.23%, and weight changed -0.07 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 | 2.61% | 262,484 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 2.68% | 275,706 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 2.46% | 206,761 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 1.93% | 156,090 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 2.06% | 179,124 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 1.17% | 110,091 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 1.09% | 82,042 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 1.13% | 91,563 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 0.87% | 46,332 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 0.40% | 2,914 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 0.26% | 3,226 | SEC filing ↗Filed Jan 5, 2024 |
| Q3 2023 | 0.23% | 2,960 | SEC filing ↗Filed Nov 15, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.23% | 2,960 | $1.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 0.26% | 3,226 | $1.60M | Shares increased 8.99%; reported value increased 24.08%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 5, 2024 |
| Q1 2024 | 0.40% | 2,914 | $2.63M | Shares decreased 9.67%; reported value increased 64.81%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 0.87% | 46,332 | $5.72M | Shares increased 1489.98%; reported value increased 117.39%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 1.13% | 91,563 | $11.12M | Shares increased 97.62%; reported value increased 94.27%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.09% | 82,042 | $11.02M | Shares decreased 10.40%; reported value decreased 0.92%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 1.17% | 110,091 | $11.93M | Shares increased 34.19%; reported value increased 8.30%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 2.06% | 179,124 | $28.30M | Shares increased 62.71%; reported value increased 137.18%, and weight changed +0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 1.93% | 156,090 | $29.12M | Shares decreased 12.86%; reported value increased 2.91%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 2.46% | 206,761 | $38.56M | Shares increased 32.46%; reported value increased 32.41%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 2.68% | 275,706 | $48.08M | Shares increased 33.35%; reported value increased 24.69%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.61% | 262,484 | $52.52M | Shares decreased 4.80%; reported value increased 9.23%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 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.