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Disclosery

Adero Partners, LLC: NVS position timeline

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

Adero Partners, LLC held 3,620 NVS shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,620 shares
    Change vs previous 13F +1,053 shares

    0.03% of the 13F portfolio, value $403,558.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 2,567 shares
    Change vs previous 13F -240 shares

    0.02% of the 13F portfolio, value $249,795.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,807 shares
    Change vs previous 13F +874 shares

    0.02% of the 13F portfolio, value $322,861.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,933 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $205,787.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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