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Birch Capital Management, LLC: NVO position timeline

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

Birch Capital Management, LLC held 167,489 NVO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,489 shares
    Change vs previous 13F +5,347 shares

    3.92% of the 13F portfolio, value $8,029,423.

    13F-HR 0001799859-26-000003 filed by Birch Capital 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 162,142 shares
    Change vs previous 13F +3,594 shares

    3.12% of the 13F portfolio, value $5,958,719.

    13F-HR 0001799859-26-000002 filed by Birch Capital 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 158,548 shares
    Change vs previous 13F +162 shares

    4.02% of the 13F portfolio, value $8,066,922.

    13F-HR 0001799859-26-000001 filed by Birch Capital 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 158,386 shares
    Change vs previous 13F +19,628 shares

    4.48% of the 13F portfolio, value $8,788,839.

    13F-HR 0001799859-25-000006 filed by Birch Capital 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 138,758 shares
    Change vs previous 13F +2,764 shares

    4.9% of the 13F portfolio, value $9,577,077.

    13F-HR 0001799859-25-000004 filed by Birch Capital 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 135,994 shares
    Change vs previous 13F +1,371 shares

    4.91% of the 13F portfolio, value $9,443,423.

    13F-HR 0001799859-25-000003 filed by Birch Capital 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 134,623 shares
    Change vs previous 13F -5,510 shares

    5.83% of the 13F portfolio, value $11,580,270.

    13F-HR 0001799859-25-000001 filed by Birch Capital 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 140,133 shares
    Change vs previous 13F not available

    8.15% of the 13F portfolio, value $16,685,636.

    13F-HR 0001799859-24-000005 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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