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Disclosery

BSW Wealth Partners: NVS position timeline

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

BSW Wealth Partners held 2,595 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,595 shares
    Change vs previous 13F -177 shares

    0.05% of the 13F portfolio, value $406,653.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 2,772 shares
    Change vs previous 13F -371 shares

    0.05% of the 13F portfolio, value $423,388.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 3,143 shares
    Change vs previous 13F +135 shares

    0.05% of the 13F portfolio, value $433,304.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 3,008 shares
    Change vs previous 13F -478 shares

    0.05% of the 13F portfolio, value $385,726.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 3,486 shares
    Change vs previous 13F -114 shares

    0.06% of the 13F portfolio, value $421,821.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 3,600 shares
    Change vs previous 13F -3,569 shares

    0.06% of the 13F portfolio, value $401,358.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 7,169 shares
    Change vs previous 13F -558 shares

    0.1% of the 13F portfolio, value $697,609.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 7,727 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $888,749.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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