NVIDIA Corporation shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of NVIDIA Corporation (NVDA) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in NVIDIA Corporation
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Quarterly reported holdings in NVIDIA Corporation by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 11k | 186.58 |
| 2025-06-30 | $1.8M | 11k | 157.99 |
| 2025-03-31 | $1.2M | 11k | 108.38 |
| 2024-12-31 | $1.4M | 10k | 134.29 |
| 2024-09-30 | $1.2M | 9.5k | 121.44 |
| 2024-06-30 | $1.4M | 11k | 123.54 |
| 2024-03-31 | $1.0M | 1.1k | 903.56 |
| 2023-12-31 | $619k | 1.3k | 495.22 |
| 2023-09-30 | $554k | 1.3k | 434.99 |
| 2023-06-30 | $602k | 1.4k | 423.02 |
| 2023-03-31 | $837k | 3.0k | 277.77 |
| 2022-12-31 | $593k | 4.1k | 146.14 |
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