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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALDWIN WEALTH PARTNERS LLC/MA on NVS, newest first. How the timeline and the estimate are built.

BALDWIN WEALTH PARTNERS LLC/MA held 26,283 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,283 shares
    Change vs previous 13F -1,396 shares

    0.25% of the 13F portfolio, value $3,747,167.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,679 shares
    Change vs previous 13F -2,316 shares

    0.28% of the 13F portfolio, value $4,337,853.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,995 shares
    Change vs previous 13F -2,293 shares

    0.33% of the 13F portfolio, value $4,581,737.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,288 shares
    Change vs previous 13F -1,562 shares

    0.28% of the 13F portfolio, value $4,451,489.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 33,850 shares
    Change vs previous 13F -3,794 shares

    0.28% of the 13F portfolio, value $4,340,871.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 37,644 shares
    Change vs previous 13F -3,776 shares

    0.31% of the 13F portfolio, value $4,555,250.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 41,420 shares
    Change vs previous 13F -6,858 shares

    0.32% of the 13F portfolio, value $4,617,497.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 48,278 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,697,928.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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