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Heritage Financial Services, LLC

SEC CIK
0001752035
Latest filing
Feb 2, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Heritage Financial Services, 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 Q4 2025 holdings

Shares (Q4 2025)
24,012
Value
$4.48M
% of portfolio
0.4%
Quarters held
13
Since Q2 2022
Holdings of NVDA by Heritage Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202524,012$4.48M0.4%−16,872−41.3%ReducedHolders
Q3 202540,884$7.63M0.7%−1,208−2.9%ReducedHolders
Q2 202542,092$6.65M0.6%+16,714+65.9%AddedHolders
Q1 202525,378$2.75M0.3%−416−1.6%ReducedHolders
Q4 202425,794$3.46M0.5%−559−2.1%ReducedHolders
Q3 202426,353$3.20M0.4%−408−1.5%ReducedHolders
Q2 202426,761$3.31M0.5%−139−0.5%ReducedConverted for a 10-for-1 splitHolders
Q1 20242,690$2.43M0.4%−42−1.5%ReducedHolders
Q4 20232,732$1.35M0.2%+1,312+92.4%AddedHolders
Q3 20231,420$617.7K0.1%+147+11.5%AddedHolders
Q2 20231,273$538.5K0.1%−201−13.6%ReducedHolders
Q1 20231,474$409.4K0.1%+1,474NewHolders
Q3 20220$00.0%−456−100.0%Sold outHolders
Q2 2022456$69.0K<0.1%+456NewHolders