NVDA NVIDIA CORPORATION

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, 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
2.79% (2025 Q3)
Avg. % of fund
2.09%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 233,581 +236 +0.1% 2.02% $43.4M $186.49
2025 Q3 REDUCED 233,345 -6,270 -2.6% 2.79% $48.3M $186.56
2025 Q2 ADDED 239,615 +17,214 +7.7% 2.71% $43.9M $157.96
2025 Q1 ADDED 222,401 +1,439 +0.7% 1.80% $24.2M $108.35
2024 Q4 ADDED 220,962 +77,699 +54.2% 2.34% $30.0M $134.25
2024 Q3 ADDED 143,263 +58,480 +69.0% 1.93% $20.0M $121.39
2024 Q2 INITIATED 84,783 1.06% $8.5M
% of Fund (quarterly)    NVDA price (monthly, adj. close)
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