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EP Wealth Advisors, LLC: NVO position timeline

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

EP Wealth Advisors, LLC held 28,562 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,562 shares
    Change vs previous 13F +5,559 shares

    0.01% of the 13F portfolio, value $1,369,263.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    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 23,003 shares
    Change vs previous 13F -14,245 shares

    <0.01% of the 13F portfolio, value $845,350.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    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 37,248 shares
    Change vs previous 13F -10,389 shares

    0.01% of the 13F portfolio, value $1,895,171.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 47,637 shares
    Change vs previous 13F +740 shares

    0.02% of the 13F portfolio, value $3,287,918.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 46,897 shares
    Change vs previous 13F -11,208 shares

    0.03% of the 13F portfolio, value $3,256,546.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 58,105 shares
    Change vs previous 13F -17,461 shares

    0.04% of the 13F portfolio, value $4,998,183.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 75,566 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,997,599.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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