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Disclosery

BALLAST ADVISORS LLC: NVO position timeline

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

BALLAST ADVISORS LLC held 19,653 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,653 shares
    Change vs previous 13F -1,895 shares

    0.22% of the 13F portfolio, value $942,165.

    13F-HR 0001398344-26-014147 filed by BALLAST ADVISORS 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/A 21,548 shares
    Change vs previous 13F +189 shares

    0.23% of the 13F portfolio, value $791,889.

    13F-HR/A 0001803415-26-000003 filed by BALLAST ADVISORS 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 21,359 shares
    Change vs previous 13F -376 shares

    0.3% of the 13F portfolio, value $1,086,746.

    13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS 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 21,735 shares
    Change vs previous 13F -158 shares

    0.33% of the 13F portfolio, value $1,206,075.

    13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS 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 21,893 shares
    Change vs previous 13F +1,500 shares

    0.45% of the 13F portfolio, value $1,511,055.

    13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS 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 20,393 shares
    Change vs previous 13F +1,938 shares

    0.45% of the 13F portfolio, value $1,416,090.

    13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS 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 18,455 shares
    Change vs previous 13F +1,771 shares

    0.49% of the 13F portfolio, value $1,587,499.

    13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS 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 16,684 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,986,564.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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