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Keudell/Morrison Wealth Management: NVO position timeline

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

Keudell/Morrison Wealth Management held 8,395 NVO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,395 shares
    Change vs previous 13F -3,533 shares

    0.08% of the 13F portfolio, value $402,456.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison 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 ended2026-03-31
    13F 11,928 shares
    Change vs previous 13F +3,779 shares

    0.09% of the 13F portfolio, value $438,354.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 8,149 shares
    Change vs previous 13F -2,085 shares

    0.09% of the 13F portfolio, value $414,621.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison 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 ended2025-06-30
    13F 10,234 shares
    Change vs previous 13F +2,472 shares

    0.16% of the 13F portfolio, value $706,351.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison 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 ended2025-03-31
    13F 7,762 shares
    Change vs previous 13F -786 shares

    0.13% of the 13F portfolio, value $538,993.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison 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 ended2024-12-31
    13F 8,548 shares
    Change vs previous 13F +378 shares

    0.19% of the 13F portfolio, value $735,299.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    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 8,170 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $972,802.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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