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Portside Wealth Group, LLC: NVO position timeline

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

Portside Wealth Group, LLC held 76,258 NVO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,258 shares
    Change vs previous 13F +1,985 shares

    0.43% of the 13F portfolio, value $3,655,827.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 ended2026-03-31
    13F 74,273 shares
    Change vs previous 13F +28,036 shares

    0.37% of the 13F portfolio, value $2,729,547.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 ended2025-12-31
    13F 46,237 shares
    Change vs previous 13F -3,178 shares

    0.32% of the 13F portfolio, value $2,352,557.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 ended2025-09-30
    13F 49,415 shares
    Change vs previous 13F +7,677 shares

    0.38% of the 13F portfolio, value $2,742,060.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 ended2025-06-30
    13F 41,738 shares
    Change vs previous 13F -2,814 shares

    0.43% of the 13F portfolio, value $2,880,783.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 44,552 shares
    Change vs previous 13F -9,133 shares

    0.51% of the 13F portfolio, value $3,093,718.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 53,685 shares
    Change vs previous 13F -5,330 shares

    0.76% of the 13F portfolio, value $4,618,016.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 59,015 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $7,026,960.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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