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SAX WEALTH ADVISORS, LLC: NVO position timeline

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

SAX WEALTH ADVISORS, LLC held 22,631 NVO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,631 shares
    Change vs previous 13F +738 shares

    0.02% of the 13F portfolio, value $857,941.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,893 shares
    Change vs previous 13F +1,142 shares

    0.03% of the 13F portfolio, value $804,568.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,751 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $1,055,811.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,751 shares
    Change vs previous 13F -124 shares

    0.05% of the 13F portfolio, value $1,106,691.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,875 shares
    Change vs previous 13F -159 shares

    0.07% of the 13F portfolio, value $1,213,844.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,034 shares
    Change vs previous 13F +17,892 shares

    0.09% of the 13F portfolio, value $1,520,756.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,142 shares
    Change vs previous 13F -298 shares

    0.02% of the 13F portfolio, value $287,620.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,440 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $381,929.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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