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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

NVDA holding history

NVIDIA Corp in every 13F filed by Plan Group Financial, 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 Q2 2026 holdings

Shares (Q2 2026)
15,121
Value
$3.03M
% of portfolio
0.6%
Quarters held
12
Since Q2 2023
Holdings of NVDA by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,121$3.03M0.6%−171−1.1%ReducedHolders
Q1 202615,292$2.67M0.6%+2,669+21.1%AddedHolders
Q4 202512,623$2.35M0.6%−2,669−17.5%ReducedHolders
Q3 202515,292$2.85M0.8%+4,197+37.8%AddedHolders
Q2 202511,095$1.75M0.6%+5,954+115.8%AddedHolders
Q1 20255,141$557.2K0.2%+2,940+133.6%AddedHolders
Q4 20242,201$295.6K0.2%−176−7.4%ReducedHolders
Q3 20242,377$288.7K0.2%+234+10.9%AddedHolders
Q2 20242,143$264.8K0.2%−317−12.9%ReducedConverted for a 10-for-1 splitHolders
Q1 2024246$222.2K0.1%+246NewHolders
Q4 20230$00.0%−611−100.0%Sold outHolders
Q3 2023611$265.6K0.2%−920−60.1%ReducedHolders
Q2 20231,531$672.3K0.6%–No prior filingHolders