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Dakota Wealth Management: NVO position timeline

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

Dakota Wealth Management held 4,809 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,809 shares
    Change vs previous 13F +4,809 shares

    <0.01% of the 13F portfolio, value $230,544.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F/A 0 shares
    Change vs previous 13F -17,301 shares

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 17,301 shares
    Change vs previous 13F -3,302 shares

    0.03% of the 13F portfolio, value $1,194,143.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 20,603 shares
    Change vs previous 13F -3,381 shares

    0.03% of the 13F portfolio, value $1,430,700.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 23,984 shares
    Change vs previous 13F -9,924 shares

    0.05% of the 13F portfolio, value $2,063,138.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 33,908 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,037,381.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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