Advisory Services & Investments, LLC NVDA — NVIDIA CORPORATION

Ownership history in Advisory Services & Investments, LLC  ·  6 quarters on record

AI Ownership Summary

Advisory Services & Investments, LLC reported NVIDIA CORPORATION (NVDA) in 6 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.34% in 2024 Q2. The latest visible filing shows NVDA at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Services & Investments, LLC's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

NVDA was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVDA stock page Advisory Services & Investments, LLC fund profile Advisory Services & Investments, LLC full holdings
How Advisory Services & Investments, LLC held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 4,013 +13 +0.3% 0.33% $487K 2024-11-14 (Est.) $146.70
2024 Q2 ADDED — — — 4,000 +3,500 +700.0% 0.34% $494K 2024-08-06 $104.20
2024 Q1 UNCHANGED — — — 500 — 0% 0.31% $452K 2024-04-18 $84.62
2023 Q4 UNCHANGED — — — 500 — 0% 0.18% $248K 2024-02-13 $72.08
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

Discovery Value Fund 3Y 7Y 100.0% Donor Advised Charitable Giving, Inc. 3Y 7Y 98.69% Ivory Union Consulting Ltd 67.51% Golden Unicorn (BVI) Ltd 59.26% Linden Rose Investment LLC 3Y 54.41% GHE, LLC 3Y 54.21% MISHPACHA HOLDINGS CORP 50.97% M & L Capital Management Ltd 50.22% Palidye Holdings (Caymans) Ltd 47.85% Summa Corp. 45.79%

FAQ About Advisory Services & Investments, LLC and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Services & Investments, LLC reported owning NVDA?

Advisory Services & Investments, LLC reported NVDA across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported NVDA position in Advisory Services & Investments, LLC's portfolio?

The largest reported portfolio weight for NVDA was 0.34% in 2024 Q2.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2024 Q3, when Advisory Services & Investments, LLC reported 4,013 shares, equal to 0.33% of portfolio, with an estimated market value of $487K.

What does the chart on this NVDA ownership page compare?

The chart compares Advisory Services & Investments, LLC's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Advisory Services & Investments, LLC Holdings