JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC NVDA — NVIDIA CORPORATION

Ownership history in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC  ·  3 quarters on record

AI Ownership Summary

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported NVIDIA CORPORATION (NVDA) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 6.11% in 2026 Q3. The latest visible filing shows NVDA at 6.11% 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.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT 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
2026 Q3

NVDA was reported at 6.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.11% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 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.

How JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 37,364 -727 -1.9% 6.11% $8.5M 2026-10-09 $229.28
2026 Q2 REDUCED 73.0% +14.5% ❌ 38,091 -102,857 -73.0% 5.94% $7.6M 2026-07-24 $206.61
2026 Q1 INITIATED — — — 140,948 — — 5.40% $26.3M 2026-05-15 $224.81

FAQ About JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT 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 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported owning NVDA?

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported NVDA across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported NVDA position in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for NVDA was 6.11% in 2026 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q3, when JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 37,364 shares, equal to 6.11% of portfolio, with an estimated market value of $8.5M.

What does the chart on this NVDA ownership page compare?

The chart compares JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT 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.

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