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Disclosery

Gratus Wealth Advisors, LLC: NVO position timeline

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

Gratus Wealth Advisors, LLC held 0 NVO shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,922 shares

    13F-HR 0001398344-25-013492 filed by Gratus Wealth Advisors, LLC
    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.

  2. period ended2025-03-31
    13F 3,922 shares
    Change vs previous 13F +269 shares

    0.04% of the 13F portfolio, value $272,344.

    13F-HR 0001398344-25-008738 filed by Gratus 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 ended2024-12-31
    13F 3,653 shares
    Change vs previous 13F -40 shares

    0.05% of the 13F portfolio, value $314,231.

    13F-HR 0001398344-25-002733 filed by Gratus 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 ended2024-09-30
    13F 3,693 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $434,925.

    13F-HR 0002022161-24-000004 filed by Gratus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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