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Disclosery

TrinityPoint Wealth, LLC: NVO position timeline

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

TrinityPoint Wealth, LLC held 17,918 NVO shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 17,918 shares
    Change vs previous 13F +1,565 shares

    0.22% of the 13F portfolio, value $1,541,345.

    13F-HR 0001085146-25-001498 filed by TrinityPoint 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 ended2024-09-30
    13F 16,353 shares
    Change vs previous 13F -1,778 shares

    0.28% of the 13F portfolio, value $1,947,205.

    13F-HR 0001765380-24-000406 filed by TrinityPoint 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 ended2024-06-30
    13F 18,131 shares
    Change vs previous 13F -649 shares

    0.4% of the 13F portfolio, value $2,588,083.

    13F-HR 0001765380-24-000249 filed by TrinityPoint 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 ended2024-03-31
    13F 18,780 shares
    Change vs previous 13F -18 shares

    0.4% of the 13F portfolio, value $2,411,410.

    13F-HR 0001765380-24-000197 filed by TrinityPoint 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 ended2023-12-31
    13F/A 18,798 shares
    Change vs previous 13F -1,458 shares

    0.35% of the 13F portfolio, value $1,944,700.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint 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 ended2023-09-30
    13F 20,256 shares
    Change vs previous 13F +8,899 shares

    0.37% of the 13F portfolio, value $1,842,122.

    13F-HR 0001765380-23-000217 filed by TrinityPoint 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 ended2023-06-30
    13F 11,357 shares
    Change vs previous 13F -941 shares

    0.36% of the 13F portfolio, value $1,837,879.

    13F-HR 0001765380-23-000130 filed by TrinityPoint 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 ended2023-03-31
    13F 12,298 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,957,080.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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