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PERSONAL CFO SOLUTIONS, LLC: NVO position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 18,427 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 18,427 shares
    Change vs previous 13F +536 shares

    0.13% of the 13F portfolio, value $883,383.

    13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, 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 17,891 shares
    Change vs previous 13F -3,979 shares

    0.1% of the 13F portfolio, value $679,232.

    13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, 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 21,870 shares
    Change vs previous 13F +308 shares

    0.18% of the 13F portfolio, value $1,112,740.

    13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, 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 21,562 shares
    Change vs previous 13F +1,268 shares

    0.21% of the 13F portfolio, value $1,196,501.

    13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, 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 20,294 shares
    Change vs previous 13F -5,426 shares

    0.26% of the 13F portfolio, value $1,400,677.

    13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, 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 25,720 shares
    Change vs previous 13F -1,411 shares

    0.36% of the 13F portfolio, value $1,785,967.

    13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, 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 27,131 shares
    Change vs previous 13F -3,770 shares

    0.46% of the 13F portfolio, value $2,333,771.

    13F-HR 0001677501-25-000004 filed by PERSONAL CFO SOLUTIONS, 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 30,901 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,679,382.

    13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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