Skip to content
Disclosery

Agate Pass Investment Management, LLC: NVS position timeline

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

Agate Pass Investment Management, LLC held 9,950 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,950 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,559,364.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment 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 9,950 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,519,863.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment 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 9,950 shares
    Change vs previous 13F -1,100 shares

    0.51% of the 13F portfolio, value $1,371,807.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment 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 11,050 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,417,052.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment 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 11,050 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $1,337,161.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment 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 11,050 shares
    Change vs previous 13F +3,835 shares

    0.53% of the 13F portfolio, value $1,231,854.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment 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 7,215 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $702,092.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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