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Disclosery

Clearstead Advisors, LLC: NVS position timeline

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

Clearstead Advisors, LLC held 25,239 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,239 shares
    Change vs previous 13F -9,489 shares

    0.04% of the 13F portfolio, value $3,955,483.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 34,728 shares
    Change vs previous 13F +15,598 shares

    0.05% of the 13F portfolio, value $5,304,762.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 19,130 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $2,637,507.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 19,018 shares
    Change vs previous 13F -26 shares

    0.04% of the 13F portfolio, value $2,438,890.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 19,044 shares
    Change vs previous 13F +128 shares

    0.03% of the 13F portfolio, value $2,304,536.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 18,916 shares
    Change vs previous 13F -107 shares

    0.03% of the 13F portfolio, value $2,108,748.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 19,023 shares
    Change vs previous 13F -628 shares

    0.03% of the 13F portfolio, value $1,851,122.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 19,651 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,260,250.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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