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Disclosery

RKL Wealth Management LLC: NVO position timeline

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

RKL Wealth Management LLC held 51,012 NVO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,012 shares
    Change vs previous 13F -1,335 shares

    0.19% of the 13F portfolio, value $2,445,516.

    13F-HR 0001604723-26-000003 filed by RKL Wealth Management 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 52,347 shares
    Change vs previous 13F -1,964 shares

    0.17% of the 13F portfolio, value $1,923,753.

    13F-HR 0001604723-26-000002 filed by RKL Wealth Management 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 54,311 shares
    Change vs previous 13F -25,192 shares

    0.23% of the 13F portfolio, value $2,763,344.

    13F-HR 0001604723-26-000001 filed by RKL Wealth Management 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 79,503 shares
    Change vs previous 13F -4,452 shares

    0.38% of the 13F portfolio, value $4,411,621.

    13F-HR 0001604723-25-000003 filed by RKL Wealth Management 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 83,955 shares
    Change vs previous 13F +620 shares

    0.51% of the 13F portfolio, value $5,794,574.

    13F-HR 0001085146-25-003973 filed by RKL Wealth Management 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 83,335 shares
    Change vs previous 13F -375 shares

    0.55% of the 13F portfolio, value $5,786,782.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management 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 83,710 shares
    Change vs previous 13F -760 shares

    0.64% of the 13F portfolio, value $7,200,734.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management 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 84,470 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $10,057,843.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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