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Disclosery

Wambolt & Associates, LLC: NVO position timeline

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

Wambolt & Associates, LLC held 32,532 NVO shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 32,532 shares
    Change vs previous 13F -2,163 shares

    0.76% of the 13F portfolio, value $2,271,436.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 34,695 shares
    Change vs previous 13F +2,280 shares

    0.8% of the 13F portfolio, value $2,360,319.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 32,415 shares
    Change vs previous 13F -3,301 shares

    0.89% of the 13F portfolio, value $2,788,362.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 35,716 shares
    Change vs previous 13F +2,957 shares

    1.15% of the 13F portfolio, value $4,214,787.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 32,759 shares
    Change vs previous 13F +2,489 shares

    1.38% of the 13F portfolio, value $4,763,823.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 30,270 shares
    Change vs previous 13F +4,554 shares

    1.15% of the 13F portfolio, value $3,860,895.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 25,716 shares
    Change vs previous 13F +6,005 shares

    0.87% of the 13F portfolio, value $2,660,285.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 19,711 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,809,439.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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