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CX Institutional: NVS position timeline

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

CX Institutional held 778 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 778 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $111,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 844 shares
    Change vs previous 13F -3,359 shares

    <0.01% of the 13F portfolio, value $132,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,203 shares
    Change vs previous 13F -609 shares

    0.02% of the 13F portfolio, value $642,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,812 shares
    Change vs previous 13F -5,484 shares

    0.02% of the 13F portfolio, value $663,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,296 shares
    Change vs previous 13F -69 shares

    0.04% of the 13F portfolio, value $1,320,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 10,365 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,254,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,365 shares
    Change vs previous 13F -174 shares

    0.04% of the 13F portfolio, value $1,155,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,539 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,025,550.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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