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Disclosery

INVESTED ADVISORS: NVS position timeline

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

INVESTED ADVISORS held 3,455 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,455 shares
    Change vs previous 13F -396 shares

    0.48% of the 13F portfolio, value $541,468.

    13F-HR 0002090165-26-000003 filed by INVESTED ADVISORS
    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 3,851 shares
    Change vs previous 13F -123 shares

    0.59% of the 13F portfolio, value $588,240.

    13F-HR 0002090165-26-000002 filed by INVESTED ADVISORS
    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 3,974 shares
    Change vs previous 13F +128 shares

    0.57% of the 13F portfolio, value $547,895.

    13F-HR 0002090165-26-000001 filed by INVESTED ADVISORS
    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 3,846 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $385,446.

    13F-HR 0002090165-25-000001 filed by INVESTED ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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