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Capital Wealth Planning, LLC: NVS position timeline

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

Capital Wealth Planning, LLC held 151,974 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 151,974 shares
    Change vs previous 13F +26,555 shares

    0.12% of the 13F portfolio, value $23,817,365.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 125,419 shares
    Change vs previous 13F -38,126 shares

    0.11% of the 13F portfolio, value $19,157,752.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 163,545 shares
    Change vs previous 13F +44,640 shares

    0.15% of the 13F portfolio, value $22,657,524.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 118,905 shares
    Change vs previous 13F +28,520 shares

    0.11% of the 13F portfolio, value $15,248,377.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 90,385 shares
    Change vs previous 13F +38,925 shares

    0.09% of the 13F portfolio, value $10,937,489.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 51,460 shares
    Change vs previous 13F +12,870 shares

    0.05% of the 13F portfolio, value $5,736,761.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 38,590 shares
    Change vs previous 13F +3,120 shares

    0.03% of the 13F portfolio, value $3,755,193.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 35,470 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,079,759.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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