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Edgemoor Investment Advisors, Inc.: NVS position timeline

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

Edgemoor Investment Advisors, Inc. held 52,824 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,824 shares
    Change vs previous 13F -55,757 shares

    0.56% of the 13F portfolio, value $8,278,682.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 108,581 shares
    Change vs previous 13F +251 shares

    1.31% of the 13F portfolio, value $16,585,887.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 108,330 shares
    Change vs previous 13F -710 shares

    1.16% of the 13F portfolio, value $14,935,583.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 109,040 shares
    Change vs previous 13F -1,699 shares

    1.08% of the 13F portfolio, value $13,983,406.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 110,739 shares
    Change vs previous 13F -1,595 shares

    1.16% of the 13F portfolio, value $13,400,637.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 112,334 shares
    Change vs previous 13F -7,349 shares

    1.15% of the 13F portfolio, value $12,523,096.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 119,683 shares
    Change vs previous 13F -6,761 shares

    1.03% of the 13F portfolio, value $11,646,410.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 126,444 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $14,543,655.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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