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Disclosery

HB Wealth Management, LLC: NVS position timeline

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

HB Wealth Management, LLC held 19,549 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 19,549 shares
    Change vs previous 13F +1,237 shares

    0.02% of the 13F portfolio, value $3,063,744.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 18,312 shares
    Change vs previous 13F +950 shares

    0.02% of the 13F portfolio, value $2,797,212.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 17,362 shares
    Change vs previous 13F +423 shares

    0.02% of the 13F portfolio, value $2,393,765.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 16,939 shares
    Change vs previous 13F +3,582 shares

    0.01% of the 13F portfolio, value $2,172,319.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 13,357 shares
    Change vs previous 13F +2,064 shares

    0.01% of the 13F portfolio, value $1,616,331.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 11,293 shares
    Change vs previous 13F +4,549 shares

    0.01% of the 13F portfolio, value $1,258,998.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 6,744 shares
    Change vs previous 13F +534 shares

    0.01% of the 13F portfolio, value $656,259.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 6,210 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $714,274.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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