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NewEdge Wealth, LLC: NVO position timeline

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

NewEdge Wealth, LLC held 60,632 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,632 shares
    Change vs previous 13F -22,983 shares

    0.03% of the 13F portfolio, value $2,906,715.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 83,615 shares
    Change vs previous 13F +13,849 shares

    0.04% of the 13F portfolio, value $3,072,864.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 69,766 shares
    Change vs previous 13F -2,476 shares

    0.04% of the 13F portfolio, value $3,549,669.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 72,242 shares
    Change vs previous 13F +37,670 shares

    0.05% of the 13F portfolio, value $3,500,855.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 34,572 shares
    Change vs previous 13F -23,089 shares

    0.03% of the 13F portfolio, value $1,685,720.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 57,661 shares
    Change vs previous 13F +16,887 shares

    0.07% of the 13F portfolio, value $4,003,990.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 40,774 shares
    Change vs previous 13F -6,769 shares

    0.06% of the 13F portfolio, value $3,507,392.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 47,543 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,660,958.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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