Skip to content
Disclosery

CIC Wealth, LLC: NVO position timeline

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

CIC Wealth, LLC held 17,352 NVO shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 17,352 shares
    Change vs previous 13F -559 shares

    0.53% of the 13F portfolio, value $2,066,103.

    13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 17,911 shares
    Change vs previous 13F -143 shares

    0.7% of the 13F portfolio, value $2,556,616.

    13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 18,054 shares
    Change vs previous 13F -864 shares

    0.67% of the 13F portfolio, value $2,318,134.

    13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 18,918 shares
    Change vs previous 13F -736 shares

    0.62% of the 13F portfolio, value $1,957,067.

    13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 19,654 shares
    Change vs previous 13F +9,586 shares

    0.64% of the 13F portfolio, value $1,787,335.

    13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 10,068 shares
    Change vs previous 13F -211 shares

    0.56% of the 13F portfolio, value $1,629,304.

    13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 10,279 shares
    Change vs previous 13F -347 shares

    0.62% of the 13F portfolio, value $1,635,800.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 10,626 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,438,123.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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