Ownership history in Summit Wealth Group, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,358 | +1,840 | +7.8% | 1.10% | $4.7M | $186.49 |
| 2025 Q3 | UNCHANGED | 23,518 | — | 0% | 1.06% | $4.4M | $186.56 |
| 2025 Q2 | REDUCED | 23,518 | -182 | -0.8% | 0.95% | $3.7M | $157.96 |
| 2025 Q1 | ADDED | 23,700 | +296 | +1.3% | 0.75% | $2.6M | $108.35 |
| 2024 Q4 | REDUCED | 23,404 | -4,846 | -17.2% | 0.91% | $3.1M | $134.25 |
| 2024 Q3 | UNCHANGED | 28,250 | — | 0% | 0.99% | $3.4M | $121.39 |
| 2024 Q2 | ADDED | 28,250 | +27,561 | +4000.1% | 1.05% | $3.5M | $123.48 |
| 2024 Q1 | ADDED | 689 | +240 | +53.5% | 0.42% | $623K | $90.31 |
| 2023 Q4 | ADDED | 449 | +344 | +327.6% | 0.17% | $222K | $49.49 |
| 2021 Q1 | INITIATED | 105 | — | — | 0.09% | $56K | $13.31 |
As of 2025 Q4 — sorted by position size