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EXENCIAL WEALTH ADVISORS, LLC: NVS position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 108,594 NVS shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 108,594 shares
    Change vs previous 13F +13,096 shares

    0.52% of the 13F portfolio, value $16,587,752.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 95,498 shares
    Change vs previous 13F -426 shares

    0.42% of the 13F portfolio, value $13,166,354.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 95,924 shares
    Change vs previous 13F -2,492 shares

    0.4% of the 13F portfolio, value $12,301,257.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 98,416 shares
    Change vs previous 13F -19,603 shares

    0.42% of the 13F portfolio, value $11,909,260.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 118,019 shares
    Change vs previous 13F -8,128 shares

    0.49% of the 13F portfolio, value $13,156,761.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 126,147 shares
    Change vs previous 13F -997 shares

    0.45% of the 13F portfolio, value $12,275,360.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 127,144 shares
    Change vs previous 13F -4,744 shares

    0.53% of the 13F portfolio, value $14,624,060.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 131,888 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $14,040,757.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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