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Disclosery

HCR Wealth Advisors: NVO position timeline

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

HCR Wealth Advisors held 5,913 NVO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,913 shares
    Change vs previous 13F -1,672 shares

    0.03% of the 13F portfolio, value $283,503.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 7,585 shares
    Change vs previous 13F -2,755 shares

    0.03% of the 13F portfolio, value $278,761.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 10,340 shares
    Change vs previous 13F -7,813 shares

    0.05% of the 13F portfolio, value $526,117.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,153 shares
    Change vs previous 13F +240 shares

    0.11% of the 13F portfolio, value $1,066,327.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 17,913 shares
    Change vs previous 13F +3,430 shares

    0.15% of the 13F portfolio, value $1,236,405.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 14,483 shares
    Change vs previous 13F +2,763 shares

    0.13% of the 13F portfolio, value $1,005,707.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 11,720 shares
    Change vs previous 13F -234 shares

    0.13% of the 13F portfolio, value $1,008,164.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,954 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,423,377.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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