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Altrius Capital Management Inc: NVS position timeline

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

Altrius Capital Management Inc held 72,584 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,584 shares
    Change vs previous 13F +1,953 shares

    2.16% of the 13F portfolio, value $11,375,509.

    13F-HR 0001940646-26-000007 filed by Altrius Capital Management Inc
    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 70,631 shares
    Change vs previous 13F -4,292 shares

    2.15% of the 13F portfolio, value $10,789,026.

    13F-HR 0001940646-26-000004 filed by Altrius Capital Management Inc
    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 74,923 shares
    Change vs previous 13F +494 shares

    2.19% of the 13F portfolio, value $10,329,712.

    13F-HR 0001940646-26-000001 filed by Altrius Capital Management Inc
    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 74,429 shares
    Change vs previous 13F -4,480 shares

    2.18% of the 13F portfolio, value $9,544,883.

    13F-HR 0001940646-25-000010 filed by Altrius Capital Management Inc
    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 78,909 shares
    Change vs previous 13F -703 shares

    2.23% of the 13F portfolio, value $9,548,880.

    13F-HR 0001940646-25-000008 filed by Altrius Capital Management Inc
    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 79,612 shares
    Change vs previous 13F +1,829 shares

    2.16% of the 13F portfolio, value $8,875,239.

    13F-HR 0001940646-25-000007 filed by Altrius Capital Management Inc
    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 77,783 shares
    Change vs previous 13F +3,345 shares

    2.03% of the 13F portfolio, value $7,569,145.

    13F-HR 0001940646-25-000002 filed by Altrius Capital Management Inc
    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 74,438 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $8,561,955.

    13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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