NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership18,104 shares
Latest Disclosed Value $ 3,157,253
Heritage Wealth Advisors reports 64.38% decrease in ownership of NVDA / NVIDIA Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 18,104 shares of NVIDIA Corporation (MX:NVDA) valued at $3,157,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 50,831 shares of NVIDIA Corporation. This represents a change in shares of -64.38% 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)
2026-05-13 2026-03-31 13F Nvidia COM 67066G104 18,104 -32,727 -64.38 3,157 -66.69 0.1233
2026-02-13 2025-12-31 13F Nvidia COM 67066G104 50,831 8,761 20.82 9,480 20.77 0.3620
2025-11-13 2025-09-30 13F Nvidia COM 67066G104 42,070 -3,295 -7.26 7,849 9.52 0.3435
2025-08-11 2025-06-30 13F Nvidia COM 67066G104 45,365 40 0.09 7,167 45.91 0.3404
2025-05-08 2025-03-31 13F Nvidia COM 67066G104 45,325 -3 -0.01 4,912 -19.30 0.2488
2025-02-12 2024-12-31 13F Nvidia COM 67066G104 45,328 -7,403 -14.04 6,087 -4.94 0.3018
2024-11-12 2024-09-30 13F Nvidia COM 67066G104 52,731 -14,919 -22.05 6,404 -23.38 0.3004
2024-12-12 2024-06-30 13F/A-1 Nvidia COM 67066G104 67,650 60,882 899.56 8,357 36.66 0.3773
2024-08-06 2024-06-30 13F Nvidia COM 67066G104 67,650 60,882 8,357 0.3773
2024-12-12 2024-03-31 13F/A-1 Nvidia COM 67066G104 6,768 -384 -5.37 6,115 72.69 0.2791
2024-05-08 2024-03-31 13F Nvidia COM 67066G104 6,768 -384 6,115 0.2800
2024-12-12 2023-12-31 13F/A-1 Nvidia COM 67066G104 7,152 -405 -5.36 3,542 7.73 0.1761
2024-02-12 2023-12-31 13F Nvidia COM 67066G104 7,338 -219 3,634 0.1811
2024-12-12 2023-09-30 13F/A-1 Nvidia COM 67066G104 7,557 -48 -0.63 3,287 2.18 0.1793
2023-11-09 2023-09-30 13F Nvidia COM 67066G104 7,557 -48 3,287 0.1793
2024-12-12 2023-06-30 13F/A-1 Nvidia COM 67066G104 7,605 3,668 93.17 3,217 194.33 0.1703
2023-08-09 2023-06-30 13F Nvidia COM 67066G104 7,605 3,668 3,217 0.1703
2023-05-04 2023-03-31 13F Nvidia COM 67066G104 3,937 941 31.41 1,094 150.11 0.0609
2024-12-12 2022-12-31 13F/A-1 Nvidia COM 67066G104 2,996 -860 -22.30 438 -6.62 0.0254
2023-02-07 2022-12-31 13F Nvidia COM 67066G104 2,996 -860 438 0.0254
2024-12-12 2022-09-30 13F/A-1 Nvidia COM 67066G104 3,856 -514 -11.76 468 0.0340
2022-11-10 2022-09-30 13F Nvidia COM 67066G104 3,856 -514 0 0.0339
2022-08-04 2022-06-30 13F Nvidia COM 67066G104 4,370 514 13.33 1 -100.00 0.0460
2022-05-11 2022-03-31 13F Nvidia COM 67066G104 3,856 0 0.00 1 0.00 0.0582
2022-03-28 2021-12-31 13F/A-1 Nvidia COM 67066G104 3,856 60 1.58 1 -99.87 0.0623
2022-02-02 2021-12-31 13F Nvidia COM 67066G104 3,856 60 1,134 0.0623
2021-11-02 2021-09-30 13F Nvidia COM 67066G104 3,796 2,847 300.00 786 3.56 0.0482
2021-08-09 2021-06-30 13F/A-1 Nvidia COM 67066G104 949 215 29.29 759 94.12 0.0468
2021-07-27 2021-06-30 13F Nvidia COM 67066G104 659 -75 344 0.0215
2021-04-27 2021-03-31 13F Nvidia COM 67066G104 734 75 11.38 392 13.66 0.0236
2021-02-01 2020-12-31 13F Nvidia COM 67066G104 659 54 8.93 344 5.20 0.0215
2020-11-03 2020-09-30 13F Nvidia COM 67066G104 605 0 0.00 327 42.79 0.0423
2020-07-17 2020-06-30 13F/A-1 Nvidia COM 67066G104 605 0 0.00 230 44.03 0.0322
2020-07-17 2020-06-30 13F Nvidia COM 67066G104 4,150 3,545 229 32,046.1240
2020-05-05 2020-03-31 13F Nvidia COM 67066G104 605 -31 -4.87 159 6.71 0.0286
2020-02-04 2019-12-31 13F Nvidia COM 67066G104 636 11 1.76 150 37.96 0.0198
2019-10-30 2019-09-30 13F Nvidia COM 67066G104 625 625 108 0.0159
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.