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Disclosery

Venturi Wealth Management, LLC: NVO position timeline

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

Venturi Wealth Management, LLC held 24,965 NVO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,965 shares
    Change vs previous 13F -10,387 shares

    0.05% of the 13F portfolio, value $1,196,811.

    13F-HR 0001666363-26-000004 filed by Venturi 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 35,352 shares
    Change vs previous 13F +1,979 shares

    0.06% of the 13F portfolio, value $1,299,165.

    13F-HR 0001666363-26-000003 filed by Venturi 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 33,373 shares
    Change vs previous 13F +1,265 shares

    0.08% of the 13F portfolio, value $1,697,988.

    13F-HR 0001666363-26-000001 filed by Venturi 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 32,108 shares
    Change vs previous 13F +4,616 shares

    0.08% of the 13F portfolio, value $1,781,694.

    13F-HR 0001666363-25-000008 filed by Venturi 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 27,492 shares
    Change vs previous 13F -2,137 shares

    0.09% of the 13F portfolio, value $1,897,524.

    13F-HR 0001666363-25-000006 filed by Venturi 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 29,629 shares
    Change vs previous 13F -1,000 shares

    0.11% of the 13F portfolio, value $2,057,414.

    13F-HR 0001666363-25-000005 filed by Venturi 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 30,629 shares
    Change vs previous 13F -6,603 shares

    0.13% of the 13F portfolio, value $2,634,677.

    13F-HR 0001666363-25-000004 filed by Venturi 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 37,232 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,433,214.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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