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Cornerstone Wealth Group, LLC: NVS position timeline

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

Cornerstone Wealth Group, LLC held 29,903 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 29,903 shares
    Change vs previous 13F -1,283 shares

    0.28% of the 13F portfolio, value $4,686,366.

    13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, 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 31,186 shares
    Change vs previous 13F -2,067 shares

    0.3% of the 13F portfolio, value $4,614,530.

    13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, 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 33,253 shares
    Change vs previous 13F +457 shares

    0.31% of the 13F portfolio, value $4,584,550.

    13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, 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 32,796 shares
    Change vs previous 13F +185 shares

    0.28% of the 13F portfolio, value $4,205,721.

    13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, 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 32,611 shares
    Change vs previous 13F +1,173 shares

    0.3% of the 13F portfolio, value $3,946,221.

    13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, 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 31,438 shares
    Change vs previous 13F +1,767 shares

    0.29% of the 13F portfolio, value $3,504,690.

    13F-HR 0001214659-25-006250 filed by Cornerstone Wealth Group, 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 29,671 shares
    Change vs previous 13F +1,549 shares

    0.24% of the 13F portfolio, value $2,887,236.

    13F-HR 0001214659-25-001100 filed by Cornerstone Wealth Group, 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 28,122 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,234,535.

    13F-HR 0001214659-24-017935 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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