Clearstead Trust, LLC: NVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Trust, LLC on NVO, newest first. How the timeline and the estimate are built.
Clearstead Trust, LLC held 6,678 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 6,678 sharesChange vs previous 13F -234 shares
0.04% of the 13F portfolio, value $320,144.
13F-HR 0001708001-26-000006 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,912 sharesChange vs previous 13F -1,239 shares
0.04% of the 13F portfolio, value $254,017.
13F-HR 0001708001-26-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,151 sharesChange vs previous 13F -1,120 shares
0.07% of the 13F portfolio, value $414,723.
13F-HR 0001708001-26-000001 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,271 sharesChange vs previous 13F -1,438 shares
0.09% of the 13F portfolio, value $514,458.
13F-HR 0001708001-25-000004 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,709 sharesChange vs previous 13F +6,996 shares
0.14% of the 13F portfolio, value $739,144.
13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,713 sharesChange vs previous 13F +436 shares
0.06% of the 13F portfolio, value $257,845.
13F-HR 0001798150-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,277 sharesChange vs previous 13F +2,098 shares
0.06% of the 13F portfolio, value $281,888.
13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,179 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $140,384.
13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).