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Arkadios Wealth Advisors: NVS position timeline

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

Arkadios Wealth Advisors held 39,601 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,601 shares
    Change vs previous 13F +3,401 shares

    0.1% of the 13F portfolio, value $6,206,275.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 36,200 shares
    Change vs previous 13F +1,357 shares

    0.09% of the 13F portfolio, value $5,529,559.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 34,843 shares
    Change vs previous 13F +3,189 shares

    0.1% of the 13F portfolio, value $4,803,752.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 31,654 shares
    Change vs previous 13F +6,025 shares

    0.1% of the 13F portfolio, value $4,059,245.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 25,629 shares
    Change vs previous 13F -886 shares

    0.09% of the 13F portfolio, value $3,101,367.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 26,515 shares
    Change vs previous 13F +18,028 shares

    0.11% of the 13F portfolio, value $2,955,934.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 8,487 shares
    Change vs previous 13F +2,336 shares

    0.05% of the 13F portfolio, value $825,906.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 6,151 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $707,531.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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