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Disclosery

Callan Capital, LLC: NVS position timeline

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

Callan Capital, LLC held 16,685 NVS shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 16,685 shares
    Change vs previous 13F +5,366 shares

    0.14% of the 13F portfolio, value $1,860,044.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 11,319 shares
    Change vs previous 13F -950 shares

    0.08% of the 13F portfolio, value $1,101,452.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 12,269 shares
    Change vs previous 13F +3,281 shares

    0.1% of the 13F portfolio, value $1,411,180.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F/A 8,988 shares
    Change vs previous 13F +1,762 shares

    0.08% of the 13F portfolio, value $956,862.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F/A 7,226 shares
    Change vs previous 13F +2,598 shares

    0.06% of the 13F portfolio, value $698,971.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,628 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $467,289.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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