NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership58,871 shares
Latest Disclosed Value $ 10,267,110
WealthPLAN Partners, LLC reports 38.78% decrease in ownership of NVDA / NVIDIA Corporation

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 58,871 shares of NVIDIA Corporation (MX:NVDA) valued at $10,267,110 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 96,158 shares of NVIDIA Corporation. This represents a change in shares of -38.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F NVIDIA COM 67066G104 58,871 -37,287 -38.78 10,267 -42.75 1.6737
2026-02-12 2025-12-31 13F NVIDIA COM 67066G104 96,158 -13,833 -12.58 17,934 -12.62 2.6792
2025-10-27 2025-09-30 13F NVIDIA COM 67066G104 109,991 17,525 18.95 20,522 40.48 3.0760
2025-07-28 2025-06-30 13F NVIDIA COM 67066G104 92,466 6,224 7.22 14,609 56.30 2.3510
2025-05-12 2025-03-31 13F NVIDIA COM 67066G104 86,242 13,995 19.37 9,347 -3.66 1.3176
2025-01-30 2024-12-31 13F NVIDIA COM 67066G104 72,247 -4,628 -6.02 9,702 3.92 1.3763
2024-11-05 2024-09-30 13F NVIDIA COM 67066G104 76,875 -41,984 -35.32 9,336 -36.42 1.2534
2024-08-09 2024-06-30 13F NVIDIA COM 67066G104 118,859 110,438 1,311.46 14,684 92.97 1.5765
2024-05-07 2024-03-31 13F NVIDIA COM 67066G104 8,421 483 6.08 7,609 93.56 0.7879
2024-01-05 2023-12-31 13F NVIDIA COM 67066G104 7,938 996 14.35 3,931 30.21 0.4041
2023-11-02 2023-09-30 13F NVIDIA COM 67066G104 6,942 1,989 40.16 3,020 44.11 0.3509
2023-07-31 2023-06-30 13F NVIDIA Stock/ETF 67066G104 4,953 -294 -5.60 2,095 43.79 0.2963
2023-05-10 2023-03-31 13F NVIDIA Stock/ETF 67066G104 5,247 -2,922 -35.77 1,457 -22.33 0.1658
2023-02-16 2022-12-31 13F NVIDIA COM 67066G104 8,169 -604 -6.88 1,876 15.23 0.1311
2022-05-03 2022-03-31 13F NVIDIA COM 67066G104 8,773 140 1.62 1,628 -22.99 0.1129
2022-02-01 2021-12-31 13F NVIDIA COM 67066G104 8,633 348 4.20 2,114 -21.30 0.1393
2021-12-09 2021-09-30 13F NVIDIA COM 67066G104 8,285 600 7.81 2,686 77.53 0.1786
2021-08-19 2021-06-30 13F NVIDIA COM 67066G104 7,685 5,792 305.97 1,513 39.32 0.1065
2021-05-11 2021-03-31 13F NVIDIA COM 67066G104 1,893 23 1.23 1,086 6.26 0.0843
2021-02-09 2020-12-31 13F NVIDIA COM 67066G104 1,870 -4 -0.21 1,022 1.29 0.0869
2020-12-18 2020-09-30 13F NVIDIA COM 67066G104 1,874 -46 -2.40 1,009 14.79 0.0984
2020-08-19 2020-06-30 13F NVIDIA COM 67066G104 1,920 70 3.78 879 47.98 0.0910
2020-05-15 2020-03-31 13F NVIDIA COM 67066G104 1,850 -220 -10.63 594 5.32 0.0771
2020-02-14 2019-12-31 13F NVIDIA COM 67066G104 2,070 118 6.05 564 38.57 0.0666
2019-11-15 2019-09-30 13F NVIDIA COM 67066G104 1,952 51 2.68 407 37.04 0.0556
2019-08-19 2019-06-30 13F NVIDIA COM 67066G104 1,901 185 10.78 297 8.39 0.0447
2019-05-16 2019-03-31 13F NVIDIA COM 67066G104 1,716 39 2.33 274 3.79 0.0428
2019-02-20 2018-12-31 13F NVIDIA COM 67066G104 1,677 -548 -24.63 264 -20.48 0.0425
2018-11-21 2018-09-30 13F NVIDIA COM 67066G104 2,225 115 5.45 332 -33.60 0.0606
2018-08-16 2018-06-30 13F NVIDIA COM 67066G104 2,110 -54 -2.50 500 -0.20 0.1025
2018-05-15 2018-03-31 13F NVIDIA COM 67066G104 2,164 896 70.66 501 104.49 0.1099
2018-02-16 2017-12-31 13F NVIDIA COM 67066G104 1,268 -489 -27.83 245 -21.97 0.0656
2017-11-14 2017-09-30 13F NVIDIA COM 67066G104 1,757 1,757 314 0.0881
2017-08-11 2017-06-30 13F NVIDIA Common Stock 67066G104 0 -135 -100.00 0 -100.00
2017-04-19 2017-03-31 13F NVIDIA Common Stock 67066G104 135 -210 -60.87 14 -43.48 0.0469
2016-12-09 2016-09-30 13F NVIDIA Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 67066G104 345 -645 -65.15 24 43.75 0.0077
2016-08-08 2016-06-30 13F NVidia Common Stock 67066G104 990 690 230.00 16 77.78 0.0021
2016-03-24 2015-12-31 13F NVidia Common Stock 67066G104 300 300 10 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.