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CAPTRUST FINANCIAL ADVISORS: NVO position timeline

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

CAPTRUST FINANCIAL ADVISORS held 116,809 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,809 shares
    Change vs previous 13F -26,196 shares

    0.01% of the 13F portfolio, value $5,599,800.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 143,005 shares
    Change vs previous 13F +23,442 shares

    0.01% of the 13F portfolio, value $5,252,525.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 119,563 shares
    Change vs previous 13F -31,782 shares

    0.01% of the 13F portfolio, value $6,083,376.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 151,345 shares
    Change vs previous 13F -9,296 shares

    0.02% of the 13F portfolio, value $8,398,122.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 160,641 shares
    Change vs previous 13F -28,101 shares

    0.02% of the 13F portfolio, value $11,087,463.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 188,742 shares
    Change vs previous 13F +52,156 shares

    0.03% of the 13F portfolio, value $13,106,232.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 136,586 shares
    Change vs previous 13F -18,626 shares

    0.03% of the 13F portfolio, value $11,749,164.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 155,212 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,481,139.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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