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Ascentis Wealth Management, LLC: NVO position timeline

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

Ascentis Wealth Management, LLC held 7,005 NVO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,005 shares
    Change vs previous 13F -325 shares

    0.05% of the 13F portfolio, value $335,819.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 7,005 shares

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

  2. period ended2026-03-31
    13F 7,330 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $269,376.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 325 shares
    • Ascentis Wealth Management, LLC: 7,005 shares

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

  3. period ended2025-12-31
    13F 7,005 shares
    Change vs previous 13F -14,357 shares

    0.08% of the 13F portfolio, value $356,414.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 7,005 shares

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

  4. period ended2025-09-30
    13F 21,362 shares
    Change vs previous 13F +6,025 shares

    0.11% of the 13F portfolio, value $1,185,376.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,337 shares
    • Ascentis Wealth Management, LLC: 7,025 shares

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

  5. period ended2025-06-30
    13F 15,337 shares
    Change vs previous 13F +11,900 shares

    0.11% of the 13F portfolio, value $1,058,737.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,112 shares
    • Ascentis Wealth Management, LLC: 225 shares

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

  6. period ended2025-03-31
    13F 3,437 shares
    Change vs previous 13F -1,219 shares

    0.03% of the 13F portfolio, value $238,227.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,129 shares
    • Ascentis Wealth Management, LLC: 308 shares

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

  7. period ended2024-12-31
    13F 4,656 shares
    Change vs previous 13F -1,001 shares

    0.05% of the 13F portfolio, value $400,496.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,146 shares
    • Ascentis Wealth Management, LLC: 1,510 shares

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

  8. period ended2024-09-30
    13F/A 5,657 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $673,547.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,025 shares
    • Ascentis Wealth Management, LLC: 2,632 shares

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