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GeoWealth Management, LLC: NVS position timeline

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

GeoWealth Management, LLC held 12,284 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,284 shares
    Change vs previous 13F +1,641 shares

    0.06% of the 13F portfolio, value $1,925,289.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    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 10,643 shares
    Change vs previous 13F +139 shares

    0.06% of the 13F portfolio, value $1,625,782.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 10,504 shares
    Change vs previous 13F +146 shares

    0.05% of the 13F portfolio, value $1,448,185.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,358 shares
    Change vs previous 13F +7,137 shares

    0.05% of the 13F portfolio, value $1,328,310.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,221 shares
    Change vs previous 13F -640 shares

    0.02% of the 13F portfolio, value $389,773.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    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 3,861 shares
    Change vs previous 13F -3,057 shares

    0.02% of the 13F portfolio, value $430,424.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,918 shares
    Change vs previous 13F +4,606 shares

    0.02% of the 13F portfolio, value $673,189.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,312 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $265,926.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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