NVIDIA CORP · CUSIP 67066G104 · CIK 2097384
As of 2026-06-30, Peak Planning Group, LLC reported 60.44K NVDA (shares), valued at $12.09M, or 2.73% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 1.30%; reported value increased 16.22%, and weight changed -0.15 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 | 2.73% | 60,440 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 2.88% | 59,667 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 3.06% | 58,533 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.85% | 29,276 | SEC filing ↗Filed May 26, 2026 |
| Q2 2025 | 2.87% | 28,418 | SEC filing ↗Filed Jun 24, 2026 |
| Q1 2025 | 2.48% | 54,474 | SEC filing ↗Filed Jun 24, 2026 |
| Q4 2024 | 2.96% | 52,867 | SEC filing ↗Filed May 26, 2026 |
| Q3 2024 | 2.69% | 50,573 | SEC filing ↗Filed Jun 24, 2026 |
| Q2 2024 | 2.74% | 44,890 | SEC filing ↗Filed May 26, 2026 |
| Q1 2024 | 1.91% | 3,368 | SEC filing ↗Filed May 26, 2026 |
| Q4 2023 | 0.97% | 2,733 | SEC filing ↗Filed May 26, 2026 |
| Q3 2023 | 0.75% | 2,201 | SEC filing ↗Filed May 26, 2026 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.75% | 2,201 | $957.44K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed May 26, 2026 |
| Q4 2023 | 0.97% | 2,733 | $1.35M | Shares increased 24.17%; reported value increased 41.37%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q1 2024 | 1.91% | 3,368 | $3.05M | Shares increased 23.23%; reported value increased 125.67%, and weight changed +0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q2 2024 | 2.74% | 44,890 | $5.57M | Shares increased 1232.84%; reported value increased 82.44%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q3 2024 | 2.69% | 50,573 | $6.14M | Shares increased 12.66%; reported value increased 10.21%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 24, 2026 |
| Q4 2024 | 2.96% | 52,867 | $7.10M | Shares increased 4.54%; reported value increased 15.60%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q1 2025 | 2.48% | 54,474 | $5.90M | Shares increased 3.04%; reported value decreased 16.84%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 24, 2026 |
| Q2 2025 | 2.87% | 28,418 | $4.49M | Shares decreased 47.83%; reported value decreased 23.95%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 24, 2026 |
| Q3 2025 | 2.85% | 29,276 | $5.46M | Shares increased 3.02%; reported value increased 21.66%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 26, 2026 |
| Q4 2025 | 3.06% | 58,533 | $10.92M | Shares increased 99.94%; reported value increased 99.85%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.88% | 59,667 | $10.41M | Shares increased 1.94%; reported value decreased 4.68%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 2.73% | 60,440 | $12.09M | Shares increased 1.30%; reported value increased 16.22%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 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.