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Disclosery

AE Wealth Management LLC: NVS position timeline

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

AE Wealth Management LLC held 9,392 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,392 shares
    Change vs previous 13F -857 shares

    0.01% of the 13F portfolio, value $1,471,877.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 10,249 shares
    Change vs previous 13F +605 shares

    0.01% of the 13F portfolio, value $1,565,555.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 9,644 shares
    Change vs previous 13F +614 shares

    0.01% of the 13F portfolio, value $1,329,483.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 9,030 shares
    Change vs previous 13F +1,741 shares

    0.01% of the 13F portfolio, value $1,157,885.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 7,289 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $882,098.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 6,709 shares
    Change vs previous 13F +488 shares

    0.01% of the 13F portfolio, value $747,946.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 6,221 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $605,331.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 6,095 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $700,990.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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