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IAM Advisory, LLC: NVS position timeline

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

IAM Advisory, LLC held 16,635 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,635 shares
    Change vs previous 13F +68 shares

    0.51% of the 13F portfolio, value $2,607,012.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 16,567 shares
    Change vs previous 13F +366 shares

    0.57% of the 13F portfolio, value $2,530,647.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 16,201 shares
    Change vs previous 13F +66 shares

    0.5% of the 13F portfolio, value $2,233,670.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 16,135 shares
    Change vs previous 13F +234 shares

    0.47% of the 13F portfolio, value $2,069,158.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 15,901 shares
    Change vs previous 13F +705 shares

    0.46% of the 13F portfolio, value $1,924,197.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 15,196 shares
    Change vs previous 13F +36 shares

    0.44% of the 13F portfolio, value $1,694,059.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 15,160 shares
    Change vs previous 13F +247 shares

    0.37% of the 13F portfolio, value $1,475,223.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 14,913 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,715,327.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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