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Disclosery

Marotta Asset Management: NVO position timeline

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

Marotta Asset Management held 13,300 NVO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,300 shares
    Change vs previous 13F -232 shares

    0.09% of the 13F portfolio, value $504,203.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,532 shares
    Change vs previous 13F -746 shares

    0.11% of the 13F portfolio, value $659,956.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,278 shares
    Change vs previous 13F -19 shares

    0.1% of the 13F portfolio, value $520,861.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,297 shares
    Change vs previous 13F -234 shares

    0.13% of the 13F portfolio, value $727,431.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,531 shares
    Change vs previous 13F -110 shares

    0.16% of the 13F portfolio, value $859,799.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,641 shares
    Change vs previous 13F -2,012 shares

    0.2% of the 13F portfolio, value $1,010,522.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,653 shares
    Change vs previous 13F +565 shares

    0.39% of the 13F portfolio, value $1,982,873.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,088 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,408,022.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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