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Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVDA overviewAll 13F holders of NVDAFull Q1 2026 holdings

Shares (Q1 2026)
81,055
Value
$14.1M
% of portfolio
2.0%
Quarters held
21
Since Q1 2021
Holdings of NVDA by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202681,055$14.1M2.0%−4,856−5.7%ReducedHolders
Q4 202585,911$16.0M2.1%−3,081−3.5%ReducedHolders
Q3 202588,992$16.6M2.3%−51−0.1%ReducedHolders
Q2 202589,043$14.1M2.1%−1,135−1.3%ReducedHolders
Q1 202590,178$9.77M1.5%+2,054+2.3%AddedHolders
Q4 202488,124$11.8M1.8%+2,703+3.2%AddedHolders
Q3 202485,421$10.4M1.6%+6,798+8.6%AddedHolders
Q2 202478,623$9.71M1.7%−4,037−4.9%ReducedConverted for a 10-for-1 splitHolders
Q1 20248,266$7.47M1.3%−20.0%ReducedHolders
Q4 20238,268$4.09M0.8%−509−5.8%ReducedHolders
Q3 20238,777$3.82M0.8%+49+0.6%AddedHolders
Q2 20238,728$3.69M0.7%−1,778−16.9%ReducedHolders
Q1 202310,506$2.92M0.6%−579−5.2%ReducedHolders
Q4 202211,085$1.62M0.4%−2,553−18.7%ReducedHolders
Q3 202213,638$1.66M0.4%−530−3.7%ReducedHolders
Q2 202214,168$2.15M0.6%−37−0.3%ReducedHolders
Q1 202214,205$3.88M0.8%−30.0%ReducedHolders
Q4 202114,208$4.18M0.8%+1,377+10.7%AddedHolders
Q3 202112,831$2.66M0.6%−165−1.3%ReducedConverted for a 4-for-1 splitHolders
Q2 20213,249$2.60M0.5%+287+9.7%AddedHolders
Q1 20212,962$1.58M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.