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Cresset Asset Management, LLC: NVS position timeline

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

Cresset Asset Management, LLC held 104,792 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 104,792 shares
    Change vs previous 13F -2,638 shares

    0.06% of the 13F portfolio, value $16,422,938.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 107,430 shares
    Change vs previous 13F +598 shares

    0.07% of the 13F portfolio, value $16,409,898.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 106,832 shares
    Change vs previous 13F -1,540 shares

    0.06% of the 13F portfolio, value $14,728,811.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 108,372 shares
    Change vs previous 13F +3,420 shares

    0.06% of the 13F portfolio, value $13,897,669.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 104,952 shares
    Change vs previous 13F -8,881 shares

    0.06% of the 13F portfolio, value $12,700,283.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 113,833 shares
    Change vs previous 13F +77,048 shares

    0.07% of the 13F portfolio, value $13,131,643.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 36,785 shares
    Change vs previous 13F -41,353 shares

    0.02% of the 13F portfolio, value $3,579,511.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 78,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,987,429.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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