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Disclosery

Cohen Investment Advisors LLC: NVS position timeline

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

Cohen Investment Advisors LLC held 3,555 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,555 shares
    Change vs previous 13F -80 shares

    0.25% of the 13F portfolio, value $557,140.

    13F-HR 0001845081-26-000004 filed by Cohen Investment 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 3,635 shares
    Change vs previous 13F -19 shares

    0.26% of the 13F portfolio, value $555,246.

    13F-HR 0001845081-26-000002 filed by Cohen Investment 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 3,654 shares
    Change vs previous 13F -58 shares

    0.23% of the 13F portfolio, value $503,777.

    13F-HR 0001845081-26-000001 filed by Cohen Investment 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 3,712 shares
    Change vs previous 13F +109 shares

    0.23% of the 13F portfolio, value $476,027.

    13F-HR 0001085146-25-005935 filed by Cohen Investment 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 3,603 shares
    Change vs previous 13F -255 shares

    0.23% of the 13F portfolio, value $435,999.

    13F-HR 0001085146-25-004065 filed by Cohen Investment 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/A 3,858 shares
    Change vs previous 13F +44 shares

    0.25% of the 13F portfolio, value $430,090.

    13F-HR/A 0001085146-25-002413 filed by Cohen Investment 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 3,814 shares
    Change vs previous 13F +116 shares

    0.22% of the 13F portfolio, value $371,140.

    13F-HR 0001085146-25-000211 filed by Cohen Investment 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 3,698 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $425,344.

    13F-HR 0001085146-24-004684 filed by Cohen Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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