Skip to content
Disclosery

Modera Wealth Management, LLC: NVO position timeline

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

Modera Wealth Management, LLC held 305,796 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,796 shares
    Change vs previous 13F -25,805 shares

    0.16% of the 13F portfolio, value $14,659,857.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 331,601 shares
    Change vs previous 13F -10,881 shares

    0.15% of the 13F portfolio, value $12,186,348.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 342,482 shares
    Change vs previous 13F -16,605 shares

    0.2% of the 13F portfolio, value $17,425,508.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 359,087 shares
    Change vs previous 13F -6,664 shares

    0.23% of the 13F portfolio, value $19,925,763.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 365,751 shares
    Change vs previous 13F +6,045 shares

    0.31% of the 13F portfolio, value $25,244,123.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 359,706 shares
    Change vs previous 13F -2,808 shares

    0.34% of the 13F portfolio, value $24,977,991.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 362,514 shares
    Change vs previous 13F -6,261 shares

    0.38% of the 13F portfolio, value $31,183,441.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, 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 368,775 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $43,910,003.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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