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Disclosery

Naviter Wealth, LLC: NVO position timeline

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

Naviter Wealth, LLC held 39,243 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,243 shares
    Change vs previous 13F +5,231 shares

    0.17% of the 13F portfolio, value $1,881,300.

    13F-HR 0001951757-26-001175 filed by Naviter 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 ended2026-03-31
    13F 34,012 shares
    Change vs previous 13F +1,881 shares

    0.16% of the 13F portfolio, value $1,291,339.

    13F-HR 0001951757-26-000571 filed by Naviter 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 ended2025-12-31
    13F 32,131 shares
    Change vs previous 13F -12,419 shares

    0.21% of the 13F portfolio, value $1,634,825.

    13F-HR 0001951757-26-000260 filed by Naviter 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 ended2025-09-30
    13F 44,550 shares
    Change vs previous 13F -15,184 shares

    0.29% of the 13F portfolio, value $2,472,080.

    13F-HR 0001951757-25-001297 filed by Naviter 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 ended2025-06-30
    13F 59,734 shares
    Change vs previous 13F +5,361 shares

    0.51% of the 13F portfolio, value $4,122,841.

    13F-HR 0001951757-25-000971 filed by Naviter 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 ended2025-03-31
    13F 54,373 shares
    Change vs previous 13F -7,285 shares

    0.46% of the 13F portfolio, value $3,768,049.

    13F-HR 0001951757-25-000456 filed by Naviter 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 ended2024-12-31
    13F 61,658 shares
    Change vs previous 13F -931 shares

    0.64% of the 13F portfolio, value $5,303,821.

    13F-HR 0001951757-25-000201 filed by Naviter 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 ended2024-09-30
    13F 62,589 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,452,472.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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