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Disclosery

Ascent Wealth Partners, LLC: NVS position timeline

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

Ascent Wealth Partners, LLC held 16,473 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,473 shares
    Change vs previous 13F +575 shares

    0.26% of the 13F portfolio, value $2,581,649.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, 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 15,898 shares
    Change vs previous 13F +242 shares

    0.28% of the 13F portfolio, value $2,428,420.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, 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 15,656 shares
    Change vs previous 13F +19 shares

    0.25% of the 13F portfolio, value $2,158,493.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, 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 15,637 shares
    Change vs previous 13F -368 shares

    0.23% of the 13F portfolio, value $2,005,289.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, 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 16,005 shares
    Change vs previous 13F -136 shares

    0.24% of the 13F portfolio, value $1,936,765.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, 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 16,141 shares
    Change vs previous 13F -62 shares

    0.24% of the 13F portfolio, value $1,799,399.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, 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 16,203 shares
    Change vs previous 13F +169 shares

    0.21% of the 13F portfolio, value $1,576,714.

    13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, 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 16,034 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,844,231.

    13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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