Position in NVDA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$9,931,267
+$1,232,544 QoQ
Shares Held
49,634
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.85%
of 13F equity value
Holder Rank
#2,502
of 5,911 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$100,045
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $19,438,882 across 9 Semiconductors names. NVDA ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
49,634 | $9,931,267 | |
| 2 | MU |
Micron Technology Inc
|
2,649 | $3,057,714 | |
| 3 | AVGO |
Broadcom Inc.
|
6,394 | $2,415,333 | |
| 4 | INTC |
Intel Corp
|
14,291 | $1,995,452 | |
| 5 | QCOM |
Qualcomm Inc/De
|
4,404 | $813,815 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
782 | $454,271 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,045 | $311,295 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
532 | $254,067 |
All Filings in NVDA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,045 | 500 | Put | Sole | 2026-07-22 | |
| 2026-06-30 | $9,931,267 | 49,634 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,698,723 | 49,878 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,397,722 | 45,028 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,036,560 | 43,073 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,324,890 | 46,363 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,362,208 | 49,476 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,446,457 | 48,004 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,040,610 | 41,507 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,525,270 | 36,630 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,661,225 | 4,052 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,002,174 | 4,043 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,753,879 | 4,032 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,384,121 | 3,272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $902,752 | 3,250 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $491,030 | 3,360 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $385,777 | 3,178 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $461,136 | 3,042 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $765,372 | 2,805 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $579,690 | 1,971 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $423,227 | 2,043 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $358,444 | 448 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $244,006 | 457 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||