NVDA NVIDIA CORPORATION

Ownership history in Wealth Forward, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Wealth Forward, 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
0.3% (2025 Q4)
Avg. % of fund
0.22%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,881 +860 +42.6% 0.30% $537K $186.49
2025 Q3 ADDED 2,021 +626 +44.9% 0.22% $377K $186.56
2025 Q2 INITIATED 1,395 0.15% $220K $157.96
% of Fund (quarterly)    NVDA price (monthly, adj. close)
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