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AVAII WEALTH MANAGEMENT, LLC: NVO position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 15,751 NVO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,751 shares
    Change vs previous 13F +2,704 shares

    0.17% of the 13F portfolio, value $587,823.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,047 shares
    Change vs previous 13F -123,301 shares

    0.18% of the 13F portfolio, value $625,453.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 136,348 shares
    Change vs previous 13F +122,911 shares

    1.75% of the 13F portfolio, value $5,010,789.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 13,437 shares
    Change vs previous 13F +9,098 shares

    0.25% of the 13F portfolio, value $683,690.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 4,339 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $240,771.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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