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Beacon Pointe Advisors, LLC: NVS position timeline

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

Beacon Pointe Advisors, LLC held 84,234 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,234 shares
    Change vs previous 13F -283 shares

    0.06% of the 13F portfolio, value $13,201,130.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 84,517 shares
    Change vs previous 13F +17,935 shares

    0.07% of the 13F portfolio, value $12,909,914.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 66,582 shares
    Change vs previous 13F +2,801 shares

    0.06% of the 13F portfolio, value $9,179,596.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 63,781 shares
    Change vs previous 13F +2,676 shares

    0.07% of the 13F portfolio, value $8,179,245.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 61,105 shares
    Change vs previous 13F +2,638 shares

    0.08% of the 13F portfolio, value $7,394,287.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 58,467 shares
    Change vs previous 13F +14,626 shares

    0.07% of the 13F portfolio, value $6,517,874.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 43,841 shares
    Change vs previous 13F -4,117 shares

    0.05% of the 13F portfolio, value $4,266,144.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 47,958 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,516,224.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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