J.W. COLE ADVISORS, INC.: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on NVS, newest first. How the timeline and the estimate are built.
J.W. COLE ADVISORS, INC. held 10,929 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 10,929 sharesChange vs previous 13F +151 shares
0.03% of the 13F portfolio, value $1,712,822.
13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,778 sharesChange vs previous 13F +201 shares
0.06% of the 13F portfolio, value $1,646,267.
13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,577 sharesChange vs previous 13F +64 shares
0.03% of the 13F portfolio, value $1,347,812.
13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,513 sharesChange vs previous 13F -231 shares
0.03% of the 13F portfolio, value $1,348,204.
13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,744 sharesChange vs previous 13F +395 shares
0.03% of the 13F portfolio, value $1,300,088.
13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,349 sharesChange vs previous 13F +4,969 shares
0.04% of the 13F portfolio, value $1,153,757.
13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,380 sharesChange vs previous 13F -930 shares
0.02% of the 13F portfolio, value $523,486.
13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,310 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $725,816.
13F-HR 0001172661-24-004355 filed by J.W. COLE ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).