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Disclosery

HoyleCohen, LLC: NVS position timeline

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

HoyleCohen, LLC held 0 NVS shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -4,147 shares

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 4,147 shares
    Change vs previous 13F +229 shares

    0.03% of the 13F portfolio, value $401,140.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 3,918 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $395,601.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 3,918 shares
    Change vs previous 13F +225 shares

    0.04% of the 13F portfolio, value $399,088.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 3,693 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $372,661.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 3,693 shares
    Change vs previous 13F -1,000 shares

    0.03% of the 13F portfolio, value $339,756.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 4,693 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $425,749.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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