NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership101,654 shares
Latest Disclosed Value $ 17,738,850
Liberty Wealth Management Llc reports 4.77% increase in ownership of NVDA / NVIDIA Corporation

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 101,654 shares of NVIDIA Corporation (MX:NVDA) valued at $17,738,850 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 97,025 shares of NVIDIA Corporation. This represents a change in shares of 4.77% 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)
2026-05-12 2026-03-31 13F NVIDIA COM 67066G104 101,654 4,629 4.77 17,739 -1.97 2.2162
2026-02-04 2025-12-31 13F NVIDIA COM 67066G104 97,025 -1,627 -1.65 18,095 -1.69 2.3358
2025-10-31 2025-09-30 13F NVIDIA COM 67066G104 98,652 1,564 1.61 18,407 19.99 2.5917
2025-08-01 2025-06-30 13F NVIDIA COM 67066G104 97,088 -4,332 -4.27 15,339 39.56 2.4046
2025-05-12 2025-03-31 13F/A-1 NVIDIA COM 67066G104 101,420 2,888 2.93 10,992 -16.93 2.1027
2025-05-09 2025-03-31 13F NVIDIA COM 67066G104 962,095 863,563 10,131 1.8564
2025-02-10 2024-12-31 13F NVIDIA COM 67066G104 98,532 4,862 5.19 13,232 16.32 2.2056
2024-11-04 2024-09-30 13F NVIDIA COM 67066G104 93,670 -334,727 -78.13 11,375 103,309.09 1.9327
2024-08-07 2024-06-30 13F NVIDIA COM 67066G104 428,397 420,089 5,056.44 11 57.14 2.0293
2024-05-03 2024-03-31 13F NVIDIA COM 67066G104 8,308 -175 -2.06 8 75.00 1.4655
2024-02-09 2023-12-31 13F NVIDIA COM 67066G104 8,483 -40 -0.47 4 33.33 0.9007
2023-11-13 2023-09-30 13F NVIDIA COM 67066G104 8,523 5,406 173.44 4 -99.77 0.9227
2023-08-10 2023-06-30 13F NVIDIA COM 67066G104 3,117 -2,533 -44.83 1,313 -14.86 0.3244
2023-05-03 2023-03-31 13F NVIDIA COM 67066G104 5,650 3,039 116.39 1,542 387.66 0.3182
2022-11-15 2022-09-30 13F NVIDIA COM 67066G104 2,611 213 8.88 316 -12.95 0.0843
2022-08-15 2022-06-30 13F NVIDIA COM 67066G104 2,398 141 6.25 363 -41.07 0.1472
2022-05-09 2022-03-31 13F NVIDIA COM 67066G104 2,257 38 1.71 616 -5.52 0.2223
2022-02-15 2021-12-31 13F NVIDIA COM 67066G104 2,219 -624 -21.95 652 0.46 0.0283
2021-11-15 2021-09-30 13F NVIDIA COM 67066G104 2,843 2,569 937.59 649 197.71 0.2315
2021-08-13 2021-06-30 13F/A-1 NVIDIA COM 67066G104 274 -46 -14.38 218 28.99 0.0848
2021-08-13 2021-06-30 13F NVIDIA COM 67066G104 218,063 217,743 274 0.0084
2021-05-17 2021-03-31 13F NVIDIA CORPORATION COM COM 67066G104 320 0 0.00 169 0.00 0.0825
2021-02-09 2020-12-31 13F NVIDIA CORPORATION COM COM 67066G104 320 41 14.70 169 11.92 0.0827
2020-11-05 2020-09-30 13F NVIDIA CORPORATION COM COM 67066G104 279 -104 -27.15 151 4.14 0.0890
2020-08-04 2020-06-30 13F NVIDIA COM 67066G104 383 -28 -6.81 145 34.26 0.1020
2020-04-27 2020-03-31 13F NVIDIA COM 67066G104 411 91 28.44 108 44.00 0.0943
2020-02-05 2019-12-31 13F NVIDIA COM 67066G104 320 30 10.34 75 47.06 0.0591
2019-10-30 2019-09-30 13F NVIDIA COM 67066G104 290 2 0.69 51 8.51 0.0483
2019-07-30 2019-06-30 13F NVIDIA COM 67066G104 288 -16 -5.26 47 -12.96 0.0412
2019-04-18 2019-03-31 13F NVIDIA COM 67066G104 304 -35 -10.32 54 20.00 0.0407
2019-03-26 2018-12-31 13F NVIDIA COM 67066G104 339 339 45 0.0336
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.