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Disclosery

Ballentine Partners, LLC: NVS position timeline

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

Ballentine Partners, LLC held 29,508 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,508 shares
    Change vs previous 13F +1,429 shares

    0.06% of the 13F portfolio, value $4,624,456.

    13F-HR 0001172661-26-002674 filed by Ballentine 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 28,079 shares
    Change vs previous 13F +1,098 shares

    0.06% of the 13F portfolio, value $4,289,183.

    13F-HR 0001172661-26-001909 filed by Ballentine 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 26,981 shares
    Change vs previous 13F +862 shares

    0.05% of the 13F portfolio, value $3,719,838.

    13F-HR 0001172661-26-000457 filed by Ballentine 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 26,119 shares
    Change vs previous 13F -632 shares

    0.05% of the 13F portfolio, value $3,349,469.

    13F-HR 0001172661-25-004541 filed by Ballentine 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 26,751 shares
    Change vs previous 13F +1,126 shares

    0.05% of the 13F portfolio, value $3,237,109.

    13F-HR 0001172661-25-002596 filed by Ballentine 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 25,625 shares
    Change vs previous 13F +6,391 shares

    0.05% of the 13F portfolio, value $2,856,710.

    13F-HR 0001172661-25-001551 filed by Ballentine 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 19,234 shares
    Change vs previous 13F +824 shares

    0.03% of the 13F portfolio, value $1,871,692.

    13F-HR 0001172661-25-000227 filed by Ballentine 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 18,410 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,117,518.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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