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Disclosery

Ethic Inc.: NVS position timeline

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

Ethic Inc. held 108,784 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,784 shares
    Change vs previous 13F +5,233 shares

    0.21% of the 13F portfolio, value $17,048,647.

    13F-HR 0001780570-26-000005 filed by Ethic 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 103,551 shares
    Change vs previous 13F +9,686 shares

    0.25% of the 13F portfolio, value $15,817,357.

    13F-HR 0001780570-26-000004 filed by Ethic 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 93,865 shares
    Change vs previous 13F +3,010 shares

    0.2% of the 13F portfolio, value $12,941,142.

    13F-HR 0001780570-26-000002 filed by Ethic 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 90,855 shares
    Change vs previous 13F +9,507 shares

    0.19% of the 13F portfolio, value $11,651,222.

    13F-HR 0001780570-25-000008 filed by Ethic 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 81,348 shares
    Change vs previous 13F -4,573 shares

    0.17% of the 13F portfolio, value $9,762,520.

    13F-HR 0001780570-25-000005 filed by Ethic 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 85,921 shares
    Change vs previous 13F -33,752 shares

    0.19% of the 13F portfolio, value $9,417,808.

    13F-HR 0001780570-25-000003 filed by Ethic 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 119,673 shares
    Change vs previous 13F -13,074 shares

    0.23% of the 13F portfolio, value $11,645,387.

    13F-HR 0001780570-25-000002 filed by Ethic 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 132,747 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $12,840,586.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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