NVDA β€” NVIDIA CORPORATION

Ownership history in RF&L WEALTH MANAGEMENT, LLC  Β·  12 quarters on record

AI Ownership Summary

RF&L WEALTH MANAGEMENT, LLC reported NVIDIA CORPORATION (NVDA) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.77% in 2025 Q3. The latest visible filing shows NVDA at 2.64% 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 RF&L WEALTH 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
2025 Q4

NVDA was reported at 2.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.77% in 2025 Q3

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 2025 Q4

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 RF&L WEALTH MANAGEMENT, LLC held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,283 -30 -0.1% 2.64% $4.7M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 25,313 +273 +1.1% 2.77% $4.7M 2025-10-08 $189.09
2025 Q2 ADDED 25,040 +6,995 +38.8% 2.55% $4.0M 2025-07-07 $158.21
2025 Q1 ADDED 18,045 +3,000 +19.9% 1.40% $2.0M 2025-04-21 $96.89
2024 Q4 UNCHANGED 15,045 β€” 0% 1.43% $2.0M 2025-01-15 $136.20
2024 Q3 ADDED 15,045 +2,135 +16.5% 1.29% $1.8M 2024-10-16 $135.67
2024 Q2 ADDED 12,910 +11,819 +1083.3% 1.21% $1.6M 2024-07-19 $117.87
2024 Q1 REDUCED 1,091 -100 -8.4% 0.76% $986K 2024-04-30 $86.35
2023 Q4 UNCHANGED 1,191 β€” 0% 0.49% $590K 2024-02-14 $73.85
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About RF&L WEALTH 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 RF&L WEALTH MANAGEMENT, LLC reported owning NVDA?

RF&L WEALTH MANAGEMENT, LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in RF&L WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for NVDA was 2.77% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when RF&L WEALTH MANAGEMENT, LLC reported 25,283 shares, equal to 2.64% of portfolio, with an estimated market value of $4.7M.

What does the chart on this NVDA ownership page compare?

The chart compares RF&L WEALTH 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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