Skip to content
Disclosery

MCCARTER PRIVATE WEALTH SERVICES LLC: NVO position timeline

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

MCCARTER PRIVATE WEALTH SERVICES LLC held 26,067 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,067 shares
    Change vs previous 13F -2,525 shares

    0.43% of the 13F portfolio, value $1,249,652.

    13F-HR 0001172661-26-003080 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    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 28,592 shares
    Change vs previous 13F -34,167 shares

    0.46% of the 13F portfolio, value $1,050,757.

    13F-HR 0001172661-26-001994 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    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 62,759 shares
    Change vs previous 13F +2,915 shares

    1.44% of the 13F portfolio, value $3,193,178.

    13F-HR 0001172661-26-000588 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    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 59,844 shares
    Change vs previous 13F -920 shares

    1.7% of the 13F portfolio, value $3,320,744.

    13F-HR 0001172661-25-004381 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    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 60,764 shares
    Change vs previous 13F +3,133 shares

    2.4% of the 13F portfolio, value $4,193,932.

    13F-HR 0001172661-25-002869 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    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 57,631 shares
    Change vs previous 13F -277 shares

    2.62% of the 13F portfolio, value $4,001,897.

    13F-HR 0001172661-25-001841 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    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 57,908 shares
    Change vs previous 13F -53 shares

    3.16% of the 13F portfolio, value $4,981,246.

    13F-HR 0001172661-25-001065 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    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 57,961 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $6,901,417.

    13F-HR 0001172661-24-005338 filed by MCCARTER PRIVATE WEALTH SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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