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Disclosery

D.A. DAVIDSON & CO.: NVS position timeline

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

D.A. DAVIDSON & CO. held 163,017 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,017 shares
    Change vs previous 13F -49,798 shares

    0.14% of the 13F portfolio, value $25,548,027.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 212,815 shares
    Change vs previous 13F -6,899 shares

    0.2% of the 13F portfolio, value $32,507,558.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 219,714 shares
    Change vs previous 13F -4,833 shares

    0.19% of the 13F portfolio, value $30,292,030.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 224,547 shares
    Change vs previous 13F -106,074 shares

    0.18% of the 13F portfolio, value $28,795,983.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 330,621 shares
    Change vs previous 13F -68,710 shares

    0.28% of the 13F portfolio, value $40,008,517.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 399,331 shares
    Change vs previous 13F -65,251 shares

    0.36% of the 13F portfolio, value $44,517,458.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 464,582 shares
    Change vs previous 13F -22,558 shares

    0.37% of the 13F portfolio, value $45,208,555.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 487,140 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $56,030,937.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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