Skip to content
Disclosery

IEQ CAPITAL, LLC: NVS position timeline

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

IEQ CAPITAL, LLC held 43,358 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,358 shares
    Change vs previous 13F -3,217 shares

    0.03% of the 13F portfolio, value $6,795,055.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 46,575 shares
    Change vs previous 13F -7,693 shares

    0.03% of the 13F portfolio, value $7,114,363.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 54,268 shares
    Change vs previous 13F +16,400 shares

    0.02% of the 13F portfolio, value $7,481,923.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 37,868 shares
    Change vs previous 13F +18,476 shares

    0.01% of the 13F portfolio, value $4,856,150.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 19,392 shares
    Change vs previous 13F +5,493 shares

    0.01% of the 13F portfolio, value $2,346,578.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 13,899 shares
    Change vs previous 13F +2,026 shares

    0.01% of the 13F portfolio, value $1,549,426.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 11,873 shares
    Change vs previous 13F -1,375 shares

    0.01% of the 13F portfolio, value $1,155,362.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 13,248 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,523,737.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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