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Polaris Wealth Advisory Group, LLC: NVO position timeline

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

Polaris Wealth Advisory Group, LLC held 75,245 NVO shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 75,245 shares
    Change vs previous 13F +36,729 shares

    0.52% of the 13F portfolio, value $6,842,799.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 38,516 shares
    Change vs previous 13F -3,716 shares

    0.47% of the 13F portfolio, value $6,233,044.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 42,232 shares
    Change vs previous 13F -3,086 shares

    0.5% of the 13F portfolio, value $6,720,800.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 45,318 shares
    Change vs previous 13F -9,287 shares

    0.45% of the 13F portfolio, value $6,008,260.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 54,605 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,671,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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