JANICZEK WEALTH MANAGEMENT, LLC: NVS position timeline

JANICZEK WEALTH MANAGEMENT, LLC held 1,747 NVS shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 1,747 shares

   Change vs previous 13F +178 shares

   0.04% of the 13F portfolio, value $185,986.

   13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 1,569 shares

   Change vs previous 13F +183 shares

   0.03% of the 13F portfolio, value $153,553.

   13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 1,386 shares

   Change vs previous 13F +65 shares

   0.03% of the 13F portfolio, value $139,945.

   13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 1,321 shares

   Change vs previous 13F +115 shares

   0.04% of the 13F portfolio, value $134,558.

   13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 1,206 shares

   Change vs previous 13F +77 shares

   0.03% of the 13F portfolio, value $121,698.

   13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 1,129 shares

   Change vs previous 13F -104 shares

   0.03% of the 13F portfolio, value $110,507.

   13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 1,233 shares

   Change vs previous 13F +71 shares

   0.03% of the 13F portfolio, value $111,660.

   13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

8. period ended2022-09-30

   13F 1,162 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $88,000.

   13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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