Douglas Lane & Associates, LLC: NVS position timeline

Douglas Lane & Associates, LLC held 132,255 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 132,255 shares

   Change vs previous 13F -7,897 shares

   0.25% of the 13F portfolio, value $18,855,599.

   13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
   Accepted 2026-10-09 16:24:42 UTC, ingested 2026-10-09 16:26:04 UTC

2. period ended2026-06-30

   13F 140,152 shares

   Change vs previous 13F -4,966 shares

   0.3% of the 13F portfolio, value $21,964,583.

   13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 145,118 shares

   Change vs previous 13F -5,911 shares

   0.32% of the 13F portfolio, value $22,166,737.

   13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 151,029 shares

   Change vs previous 13F -5,419 shares

   0.29% of the 13F portfolio, value $20,822,334.

   13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 156,448 shares

   Change vs previous 13F -8,823 shares

   0.28% of the 13F portfolio, value $20,062,860.

   13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 165,271 shares

   Change vs previous 13F -4,204 shares

   0.29% of the 13F portfolio, value $19,999,444.

   13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 169,475 shares

   Change vs previous 13F +11,501 shares

   0.28% of the 13F portfolio, value $18,893,073.

   13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 157,974 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $15,372,450.

   13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
   Filed 2025-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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