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Bleakley Financial Group, LLC: NVS position timeline

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

Bleakley Financial Group, LLC held 44,930 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,930 shares
    Change vs previous 13F +793 shares

    0.09% of the 13F portfolio, value $7,041,448.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 44,137 shares
    Change vs previous 13F -4,806 shares

    0.11% of the 13F portfolio, value $6,741,955.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 48,943 shares
    Change vs previous 13F -3,190 shares

    0.12% of the 13F portfolio, value $6,747,749.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 52,133 shares
    Change vs previous 13F -34 shares

    0.16% of the 13F portfolio, value $6,685,494.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 52,167 shares
    Change vs previous 13F -756 shares

    0.16% of the 13F portfolio, value $6,312,747.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 52,923 shares
    Change vs previous 13F -440 shares

    0.19% of the 13F portfolio, value $5,899,832.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 53,363 shares
    Change vs previous 13F +2,227 shares

    0.16% of the 13F portfolio, value $5,192,732.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 51,136 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,881,638.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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