Position in NVDA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,388,422
+$415,756 QoQ
Shares Held
26,930
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
12.01%
of 13F equity value
Holder Rank
#3,218
of 5,911 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 5%
None 95%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026WMG Financial Advisors, LLC holds $7,063,252 across 4 Semiconductors names. NVDA ranks #1 (76.3% of the industry book) .
All Filings in NVDA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,388,422 | 26,930 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,972,666 | 28,513 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $5,221,999 | 28,000 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $6,520,597 | 34,948 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,060,812 | 38,362 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $4,075,195 | 37,601 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,285,729 | 31,914 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $4,021,363 | 33,114 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $2,300,066 | 18,618 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $844,827 | 935 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $547,217 | 1,105 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $323,196 | 743 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $510,758 | 3,495 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $459,945 | 3,789 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $823,284 | 5,431 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,467,986 | 5,380 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $1,294,671 | 4,402 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||