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Capital Asset Advisory Services LLC: NVS position timeline

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

Capital Asset Advisory Services LLC held 1,689 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,689 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $264,700.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 1,697 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $256,269.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 2,055 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $292,318.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 1,970 shares
    Change vs previous 13F -222 shares

    0.01% of the 13F portfolio, value $252,590.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 2,192 shares
    Change vs previous 13F -292 shares

    0.01% of the 13F portfolio, value $269,794.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 2,484 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $275,153.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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