JANICZEK WEALTH MANAGEMENT, LLC: NVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JANICZEK WEALTH MANAGEMENT, LLC on NVO, newest first. How the timeline and the estimate are built.
JANICZEK WEALTH MANAGEMENT, LLC held 6,728 NVO shares at 2024-06-30 per its 13F-HR filed 2024-07-25.
the latest 13F is the newest step
- period ended2024-06-3013F 6,728 sharesChange vs previous 13F +290 shares
0.2% of the 13F portfolio, value $960,355.
13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 6,438 sharesChange vs previous 13F +576 shares
0.18% of the 13F portfolio, value $827,622.
13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 5,862 sharesChange vs previous 13F +143 shares
0.15% of the 13F portfolio, value $606,424.
13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 5,719 sharesChange vs previous 13F +2,904 shares
0.14% of the 13F portfolio, value $520,086.
13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 2,815 sharesChange vs previous 13F +52 shares
0.13% of the 13F portfolio, value $455,552.
13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,763 sharesChange vs previous 13F -18 shares
0.13% of the 13F portfolio, value $465,842.
13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 2,781 sharesChange vs previous 13F +95 shares
0.1% of the 13F portfolio, value $371,597.
13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 2,686 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $279,000.
13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).