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Disclosery

Advisory Resource Group: NVS position timeline

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

Advisory Resource Group held 9,787 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,787 shares
    Change vs previous 13F -1,039 shares

    0.23% of the 13F portfolio, value $1,533,819.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 10,826 shares
    Change vs previous 13F -630 shares

    0.28% of the 13F portfolio, value $1,653,672.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 11,456 shares
    Change vs previous 13F +114 shares

    0.28% of the 13F portfolio, value $1,579,439.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 11,342 shares
    Change vs previous 13F +520 shares

    0.26% of the 13F portfolio, value $1,454,498.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 10,822 shares
    Change vs previous 13F +150 shares

    0.25% of the 13F portfolio, value $1,309,570.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 10,672 shares
    Change vs previous 13F -736 shares

    0.24% of the 13F portfolio, value $1,189,715.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 11,408 shares
    Change vs previous 13F -964 shares

    0.24% of the 13F portfolio, value $1,110,112.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 12,372 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,423,027.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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