NVIDIA CORP · CUSIP 67066G104 · CIK 2012717
As of 2026-06-30, Triad Wealth Partners, LLC reported 169.60K NVDA (shares), valued at $35.05M, or 2.08% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 24.89%; reported value increased 47.98%, and weight changed +0.20 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 | 2.08% | 169,599 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 1.88% | 135,795 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 1.51% | 85,317 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 1.77% | 73,571 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 1.50% | 46,888 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 1.01% | 29,888 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 1.18% | 24,362 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 1.29% | 20,024 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.09% | 16,784 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.72% | 1,034 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 0.72% | 1,034 | $934.42K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.09% | 16,784 | $2.07M | Shares increased 1523.21%; reported value increased 121.90%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 1.29% | 20,024 | $2.43M | Shares increased 19.30%; reported value increased 17.28%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.18% | 24,362 | $3.27M | Shares increased 21.66%; reported value increased 34.54%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 1.01% | 29,888 | $3.24M | Shares increased 22.68%; reported value decreased 0.99%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.50% | 46,888 | $7.41M | Shares increased 56.88%; reported value increased 128.68%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 1.77% | 73,571 | $13.73M | Shares increased 56.91%; reported value increased 85.30%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.51% | 85,317 | $15.91M | Shares increased 15.97%; reported value increased 15.92%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 1.88% | 135,795 | $23.68M | Shares increased 59.17%; reported value increased 48.84%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 2.08% | 169,599 | $35.05M | Shares increased 24.89%; reported value increased 47.98%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 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.