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Balboa Wealth Partners: NVO position timeline

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

Balboa Wealth Partners held 15,451 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,451 shares
    Change vs previous 13F +2,118 shares

    0.1% of the 13F portfolio, value $740,721.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 13,333 shares
    Change vs previous 13F +1,432 shares

    0.08% of the 13F portfolio, value $489,988.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 11,901 shares
    Change vs previous 13F -12 shares

    0.1% of the 13F portfolio, value $605,523.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 11,913 shares
    Change vs previous 13F +218 shares

    0.11% of the 13F portfolio, value $661,052.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 11,695 shares
    Change vs previous 13F +677 shares

    0.16% of the 13F portfolio, value $807,212.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 11,018 shares
    Change vs previous 13F +273 shares

    0.18% of the 13F portfolio, value $765,096.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 10,745 shares
    Change vs previous 13F +8,764 shares

    0.21% of the 13F portfolio, value $924,293.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 1,981 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $235,889.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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