Kestra Advisory Services, LLC: NVO position timeline

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

Kestra Advisory Services, LLC held 175,989 NVO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 175,989 shares
Change vs previous 13F -30,375 shares
0.02% of the 13F portfolio, value $8,436,883.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 30,144 shares
- Kestra Advisory Services, LLC: 145,845 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 206,364 shares
Change vs previous 13F +29,172 shares
0.02% of the 13F portfolio, value $7,583,859.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 42,003 shares
- Kestra Advisory Services, LLC: 164,361 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 177,192 shares
Change vs previous 13F +47,393 shares
0.03% of the 13F portfolio, value $9,015,553.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 30,342 shares
- Kestra Advisory Services, LLC: 146,850 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 129,799 shares
Change vs previous 13F -22,752 shares
0.02% of the 13F portfolio, value $7,202,578.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 21,547 shares
- Kestra Advisory Services, LLC: 108,252 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 152,551 shares
Change vs previous 13F -63,523 shares
0.04% of the 13F portfolio, value $10,529,067.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 25,855 shares
- Kestra Advisory Services, LLC: 126,696 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 216,074 shares
Change vs previous 13F +27,359 shares
0.05% of the 13F portfolio, value $15,004,179.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 59,531 shares
- Kestra Advisory Services, LLC: 156,530 shares
- Kestra Investment Management, LLC: 13 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 188,715 shares
Change vs previous 13F +28,177 shares
0.06% of the 13F portfolio, value $16,233,314.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 48,640 shares
- Kestra Advisory Services, LLC: 138,968 shares
- Kestra Investment Management, LLC: 1,107 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 160,538 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $19,115,241.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 35,309 shares
- Kestra Advisory Services, LLC: 125,229 shares
Acceptance time not in the bulk data set (spec §4.2).