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Disclosery

Avalon Investment & Advisory: NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on NVS, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 42,250 NVS shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 42,250 shares
    Change vs previous 13F -1,294 shares

    0.11% of the 13F portfolio, value $3,887,000.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 43,544 shares
    Change vs previous 13F -2,556 shares

    0.11% of the 13F portfolio, value $3,950,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 46,100 shares
    Change vs previous 13F -1,850 shares

    0.11% of the 13F portfolio, value $3,504,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 47,950 shares
    Change vs previous 13F -2,098 shares

    0.11% of the 13F portfolio, value $4,053,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 50,048 shares
    Change vs previous 13F +12,548 shares

    0.11% of the 13F portfolio, value $4,392,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 37,500 shares
    Change vs previous 13F -19,864 shares

    0.08% of the 13F portfolio, value $3,280,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 57,364 shares
    Change vs previous 13F -16,345 shares

    0.11% of the 13F portfolio, value $4,691,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 73,709 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,725,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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