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Sendero Wealth Management, LLC: NVO position timeline

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

Sendero Wealth Management, LLC held 0 NVO shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -54,258 shares

    13F-HR 0001639375-25-000009 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F/A 54,258 shares
    Change vs previous 13F -14 shares

    0.47% of the 13F portfolio, value $3,744,889.

    13F-HR/A 0001639375-25-000007 filed by Sendero 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 ended2025-03-31
    13F 54,272 shares
    Change vs previous 13F +7,859 shares

    0.52% of the 13F portfolio, value $3,768,649.

    13F-HR 0001639375-25-000003 filed by Sendero 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 ended2024-12-31
    13F 46,413 shares
    Change vs previous 13F +12,142 shares

    0.59% of the 13F portfolio, value $3,992,448.

    13F-HR 0001639375-25-000002 filed by Sendero 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 ended2024-09-30
    13F 34,271 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,080,649.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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