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Disclosery

JGP Wealth Management, LLC: NVS position timeline

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

JGP Wealth Management, LLC held 2,847 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,847 shares
    Change vs previous 13F +336 shares

    0.04% of the 13F portfolio, value $405,897.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,511 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $393,524.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,536 shares
    Change vs previous 13F +106 shares

    0.04% of the 13F portfolio, value $387,374.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,430 shares
    Change vs previous 13F +618 shares

    0.03% of the 13F portfolio, value $335,024.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,812 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $237,318.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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