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ALLEN WEALTH MANAGEMENT, LLC: NVS position timeline

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

ALLEN WEALTH MANAGEMENT, LLC held 3,170 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,170 shares
    Change vs previous 13F -1,200 shares

    0.24% of the 13F portfolio, value $496,802.

    13F-HR 0001172661-26-002791 filed by ALLEN 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 4,370 shares
    Change vs previous 13F -200 shares

    0.33% of the 13F portfolio, value $667,518.

    13F-HR 0001172661-26-001632 filed by ALLEN 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 4,570 shares
    Change vs previous 13F +400 shares

    0.38% of the 13F portfolio, value $630,066.

    13F-HR 0001172661-26-000286 filed by ALLEN 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 4,170 shares
    Change vs previous 13F -375 shares

    0.36% of the 13F portfolio, value $534,761.

    13F-HR 0001172661-25-004371 filed by ALLEN 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 4,545 shares
    Change vs previous 13F -829 shares

    0.38% of the 13F portfolio, value $549,990.

    13F-HR 0001172661-25-002706 filed by ALLEN 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 5,374 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $599,094.

    13F-HR 0001172661-25-001779 filed by ALLEN 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 5,374 shares
    Change vs previous 13F -414 shares

    0.37% of the 13F portfolio, value $522,944.

    13F-HR 0001172661-25-000716 filed by ALLEN 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 5,788 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $665,736.

    13F-HR 0001172661-24-004398 filed by ALLEN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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