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Disclosery

Callan Capital, LLC: NVO position timeline

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

Callan Capital, LLC held 22,223 NVO shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 22,223 shares
    Change vs previous 13F -3,096 shares

    0.11% of the 13F portfolio, value $1,543,165.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 25,319 shares
    Change vs previous 13F -1,097 shares

    0.16% of the 13F portfolio, value $2,177,940.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 26,416 shares
    Change vs previous 13F +1,719 shares

    0.22% of the 13F portfolio, value $3,145,353.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 24,697 shares
    Change vs previous 13F +1,155 shares

    0.29% of the 13F portfolio, value $3,525,250.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 23,542 shares
    Change vs previous 13F +2,283 shares

    0.27% of the 13F portfolio, value $3,022,793.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 21,259 shares
    Change vs previous 13F +15,366 shares

    0.21% of the 13F portfolio, value $2,199,244.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 5,893 shares
    Change vs previous 13F +3,771 shares

    0.06% of the 13F portfolio, value $535,909.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 2,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $343,403.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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