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AVANTAX ADVISORY SERVICES, INC.: NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on NVS, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 35,883 NVS shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 35,883 shares
    Change vs previous 13F +2,878 shares

    0.02% of the 13F portfolio, value $4,342,219.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 33,005 shares
    Change vs previous 13F +3,067 shares

    0.02% of the 13F portfolio, value $3,679,406.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 29,938 shares
    Change vs previous 13F +2,835 shares

    0.02% of the 13F portfolio, value $2,913,229.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 27,103 shares
    Change vs previous 13F +914 shares

    0.02% of the 13F portfolio, value $3,117,395.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 26,189 shares
    Change vs previous 13F +7,423 shares

    0.02% of the 13F portfolio, value $2,788,063.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 18,766 shares
    Change vs previous 13F +6,579 shares

    0.02% of the 13F portfolio, value $1,815,243.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 12,187 shares
    Change vs previous 13F -792 shares

    0.01% of the 13F portfolio, value $1,230,566.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 12,979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,322,067.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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