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Disclosery

Abundance Wealth Counselors: NVS position timeline

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

Abundance Wealth Counselors held 32,213 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,213 shares
    Change vs previous 13F +15,417 shares

    0.33% of the 13F portfolio, value $5,048,421.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 16,796 shares
    Change vs previous 13F -131 shares

    0.37% of the 13F portfolio, value $2,565,589.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 16,927 shares
    Change vs previous 13F +73 shares

    0.39% of the 13F portfolio, value $2,333,730.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 16,854 shares
    Change vs previous 13F -32 shares

    0.37% of the 13F portfolio, value $2,161,332.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 16,886 shares
    Change vs previous 13F +3,158 shares

    0.38% of the 13F portfolio, value $2,043,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 13,728 shares
    Change vs previous 13F +887 shares

    0.32% of the 13F portfolio, value $1,530,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    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 12,841 shares
    Change vs previous 13F +89 shares

    0.27% of the 13F portfolio, value $1,250,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    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 12,752 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,467,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

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