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Disclosery

AE Wealth Management LLC: NVO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on NVO, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 52,990 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,990 shares
    Change vs previous 13F +9,638 shares

    0.01% of the 13F portfolio, value $2,540,276.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,352 shares
    Change vs previous 13F +29,605 shares

    0.01% of the 13F portfolio, value $1,593,203.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,747 shares
    Change vs previous 13F +4,861 shares

    <0.01% of the 13F portfolio, value $699,454.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,886 shares
    Change vs previous 13F +3,186 shares

    <0.01% of the 13F portfolio, value $493,085.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,700 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $393,355.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,742 shares
    Change vs previous 13F +989 shares

    <0.01% of the 13F portfolio, value $398,726.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,753 shares
    Change vs previous 13F -15,324 shares

    <0.01% of the 13F portfolio, value $408,819.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,077 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,390,590.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).