NVDA NVIDIA CORPORATION

Ownership history in Cornerstone Planning, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.21% (2025 Q1)
Avg. % of fund
3.19%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 73,783 +11,298 +18.1% 3.18% $13.7M $186.49
2025 Q1 INITIATED 62,485 3.21% $8.4M $108.35
% of Fund (quarterly)    NVDA price (monthly, adj. close)
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