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Disclosery

Transform Wealth, LLC: NVO position timeline

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

Transform Wealth, LLC held 3,685 NVO shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,685 shares
    Change vs previous 13F -91,632 shares

    0.02% of the 13F portfolio, value $258,729.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 95,317 shares
    Change vs previous 13F +6,014 shares

    0.46% of the 13F portfolio, value $8,199,150.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 89,303 shares
    Change vs previous 13F +2,350 shares

    0.7% of the 13F portfolio, value $10,633,309.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 86,953 shares
    Change vs previous 13F +2,127 shares

    0.93% of the 13F portfolio, value $12,411,645.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 84,826 shares
    Change vs previous 13F -354 shares

    1.04% of the 13F portfolio, value $10,967,712.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 85,180 shares
    Change vs previous 13F +3,562 shares

    0.86% of the 13F portfolio, value $8,811,895.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 81,618 shares
    Change vs previous 13F +45,069 shares

    0.78% of the 13F portfolio, value $7,422,370.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 36,549 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,914,725.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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