Skip to content
Disclosery

Marcum Wealth, LLC: NVO position timeline

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

Marcum Wealth, LLC held 5,457 NVO shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,457 shares
    Change vs previous 13F +1,717 shares

    0.03% of the 13F portfolio, value $378,934.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,740 shares
    Change vs previous 13F -157 shares

    0.03% of the 13F portfolio, value $321,715.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,897 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $464,016.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 3,793 shares
    Change vs previous 13F +34 shares

    0.05% of the 13F portfolio, value $541,413.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 3,759 shares
    Change vs previous 13F -491 shares

    0.05% of the 13F portfolio, value $482,656.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,250 shares
    Change vs previous 13F -139 shares

    0.05% of the 13F portfolio, value $439,663.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 4,389 shares
    Change vs previous 13F +1,922 shares

    0.05% of the 13F portfolio, value $399,136.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 2,467 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $399,235.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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