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Disclosery

Allworth Financial LP: NVS position timeline

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

Allworth Financial LP held 92,390 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,390 shares
    Change vs previous 13F -4,083 shares

    0.06% of the 13F portfolio, value $14,479,426.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 96,473 shares
    Change vs previous 13F +3,448 shares

    0.06% of the 13F portfolio, value $14,736,182.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 93,025 shares
    Change vs previous 13F -2,572 shares

    0.05% of the 13F portfolio, value $12,825,300.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 95,597 shares
    Change vs previous 13F -261 shares

    0.05% of the 13F portfolio, value $12,259,405.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 95,858 shares
    Change vs previous 13F +971 shares

    0.06% of the 13F portfolio, value $11,599,717.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 94,887 shares
    Change vs previous 13F -881 shares

    0.06% of the 13F portfolio, value $10,548,609.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 95,768 shares
    Change vs previous 13F +91,866 shares

    0.05% of the 13F portfolio, value $9,401,564.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 3,902 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $448,844.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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