NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership11,330 shares
Latest Disclosed Value $ 2,226,345
Mark Sheptoff Financial Planning, Llc reports 30.16% decrease in ownership of NVDA / NVIDIA Corporation

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 11,330 shares of NVIDIA Corporation (MX:NVDA) valued at $2,226,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 16,223 shares of NVIDIA Corporation. This represents a change in shares of -30.16% 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)
2026-05-11 2026-03-31 13F NVIDIA COM 67066G104 11,330 -4,893 -30.16 2,226 -26.41 1.1785
2026-02-12 2025-12-31 13F NVIDIA COM 67066G104 16,223 -560 -3.34 3,026 -3.39 1.4420
2025-11-13 2025-09-30 13F NVIDIA OM 67066G104 16,783 -3,282 -16.36 3,131 -1.23 1.4987
2025-08-06 2025-06-30 13F NVIDIA COM 67066G104 20,065 -3,898 -16.27 3,170 22.06 1.6894
2025-05-13 2025-03-31 13F NVIDIA COM 67066G104 23,963 2,063 9.42 2,597 -11.67 1.4317
2025-02-12 2024-12-31 13F NVIDIA COM 67066G104 21,900 4,001 22.35 2,941 35.30 1.5778
2024-11-14 2024-09-30 13F NVIDIA COM 67066G104 17,899 1,869 11.66 2,174 9.75 1.1550
2024-08-12 2024-06-30 13F NVIDIA COM 67066G104 16,030 14,133 745.02 1,980 15.52 1.1070
2024-05-10 2024-03-31 13F NVIDIA COM 67066G104 1,897 10 0.53 1,714 83.51 0.9504
2024-02-09 2023-12-31 13F NVIDIA COM 67066G104 1,887 375 24.80 934 42.16 0.5631
2023-11-13 2023-09-30 13F NVIDIA COM 67066G104 1,512 -275 -15.39 658 -12.98 0.4221
2023-08-10 2023-06-30 13F NVIDIA COM 67066G104 1,787 375 26.56 756 92.60 0.4313
2023-05-11 2023-03-31 13F NVIDIA COM 67066G104 1,412 12 0.86 392 92.16 0.2277
2023-02-14 2022-12-31 13F NVIDIA COM 67066G104 1,400 0 0.00 205 20.00 0.1200
2022-11-09 2022-09-30 13F NVIDIA COM 67066G104 1,400 -450 -24.32 170 -39.29 0.1035
2022-08-11 2022-06-30 13F NVIDIA COM 67066G104 1,850 -650 -26.00 280 -58.94 0.1609
2022-05-12 2022-03-31 13F NVIDIA COM 67066G104 2,500 -745 -22.96 682 -28.51 0.3432
2022-02-11 2021-12-31 13F NVIDIA COM 67066G104 3,245 25 0.78 954 43.03 0.4553
2021-11-10 2021-09-30 13F NVIDIA COM 67066G104 3,220 2,440 312.82 667 6.89 0.3672
2021-08-12 2021-06-30 13F NVIDIA COM 67066G104 780 405 108.00 624 212.00 0.3345
2021-05-11 2021-03-31 13F NVIDIA COM 67066G104 375 -150 -28.57 200 -27.01 0.1148
2021-02-11 2020-12-31 13F NVIDIA COM 67066G104 525 -150 -22.22 274 -24.93 0.1559
2020-11-12 2020-09-30 13F NVIDIA COM 67066G104 675 -250 -27.03 365 3.99 0.2246
2020-08-10 2020-06-30 13F NVIDIA COM 67066G104 925 -200 -17.78 351 18.18 0.2277
2020-05-07 2020-03-31 13F NVIDIA COM 67066G104 1,125 275 32.35 297 48.50 0.2245
2020-02-10 2019-12-31 13F NVIDIA COM 67066G104 850 500 142.86 200 227.87 0.1259
2019-11-12 2019-09-30 13F NVIDIA COM 67066G104 350 0 0.00 61 7.02 0.0411
2019-08-12 2019-06-30 13F NVIDIA COM 67066G104 350 0 0.00 57 -9.52 0.0389
2019-05-10 2019-03-31 13F NVIDIA COM 67066G104 350 0 0.00 63 34.04 0.0454
2019-02-11 2018-12-31 13F NVIDIA COM 67066G104 350 0 0.00 47 -52.04 0.0390
2018-11-13 2018-09-30 13F NVIDIA COM 67066G104 350 0 0.00 98 18.07 0.0672
2018-08-09 2018-06-30 13F NVIDIA COM 67066G104 350 0 0.00 83 2.47 0.0614
2018-05-08 2018-03-31 13F NVIDIA COM 67066G104 350 0 0.00 81 19.12 0.0562
2018-02-09 2017-12-31 13F NVIDIA COM 67066G104 350 200 133.33 68 151.85 0.0442
2017-11-09 2017-09-30 13F NVIDIA COM 67066G104 150 0 0.00 27 22.73 0.0181
2017-08-08 2017-06-30 13F NVIDIA COM 67066G104 150 -1 -0.66 22 37.50 0.0151
2017-05-08 2017-03-31 13F NVIDIA COM 67066G104 151 151 16 0.0114
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.