B. Riley Wealth Advisors, Inc.: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on NVS, newest first. How the timeline and the estimate are built.
B. Riley Wealth Advisors, Inc. held 5,376 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 5,376 sharesChange vs previous 13F +490 shares
0.03% of the 13F portfolio, value $766,395.
13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 4,886 sharesChange vs previous 13F +44 shares
0.04% of the 13F portfolio, value $769,935.
13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,842 sharesChange vs previous 13F -1,944 shares
0.05% of the 13F portfolio, value $727,995.
13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,786 sharesChange vs previous 13F -1,186 shares
0.04% of the 13F portfolio, value $935,638.
13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,972 sharesChange vs previous 13F -1,248 shares
0.05% of the 13F portfolio, value $1,022,323.
13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,220 sharesChange vs previous 13F -13,233 shares
0.05% of the 13F portfolio, value $1,115,707.
13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,453 sharesChange vs previous 13F +2,684 shares
0.08% of the 13F portfolio, value $2,503,092.
13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,769 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $1,923,703.
13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).