Elmwood Wealth Management, Inc.: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elmwood Wealth Management, Inc. on NVS, newest first. How the timeline and the estimate are built.
Elmwood Wealth Management, Inc. held 3,240 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 3,240 sharesChange vs previous 13F -38 shares
0.11% of the 13F portfolio, value $461,927.
13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
Accepted , ingested - period ended2026-06-3013F 3,278 sharesChange vs previous 13F +38 shares
0.13% of the 13F portfolio, value $513,729.
13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,240 sharesChange vs previous 13F -100 shares
0.14% of the 13F portfolio, value $494,910.
13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,340 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $460,486.
13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,340 sharesChange vs previous 13F +787 shares
0.15% of the 13F portfolio, value $428,322.
13F-HR 0001731927-25-000006 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,553 sharesChange vs previous 13F -98 shares
0.12% of the 13F portfolio, value $308,939.
13F-HR 0001731927-25-000003 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,651 sharesChange vs previous 13F -51 shares
0.12% of the 13F portfolio, value $295,534.
13F-HR 0001731927-25-000002 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,702 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $262,932.
13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).