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Performance Wealth Partners, LLC: NVO position timeline

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

Performance Wealth Partners, LLC held 24,964 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 24,964 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $1,196,774.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 25,090 shares
    Change vs previous 13F -319 shares

    0.03% of the 13F portfolio, value $922,058.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 25,409 shares
    Change vs previous 13F -1,898 shares

    0.04% of the 13F portfolio, value $1,292,810.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 27,307 shares
    Change vs previous 13F -992 shares

    0.04% of the 13F portfolio, value $1,515,265.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 28,299 shares
    Change vs previous 13F -4,112 shares

    0.06% of the 13F portfolio, value $1,953,197.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 32,411 shares
    Change vs previous 13F +458 shares

    0.08% of the 13F portfolio, value $2,250,620.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 31,953 shares
    Change vs previous 13F -127,184 shares

    0.09% of the 13F portfolio, value $2,748,597.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 159,137 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $18,948,443.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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