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JNBA Financial Advisors: NVS position timeline

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

JNBA Financial Advisors held 6,281 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,281 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $984,283.

    13F-HR 0001569118-26-000005 filed by JNBA Financial 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 6,249 shares
    Change vs previous 13F -225 shares

    0.08% of the 13F portfolio, value $954,461.

    13F-HR 0001569118-26-000003 filed by JNBA Financial 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 6,474 shares
    Change vs previous 13F -183 shares

    0.08% of the 13F portfolio, value $892,504.

    13F-HR 0001569118-26-000001 filed by JNBA Financial 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 6,657 shares
    Change vs previous 13F -417 shares

    0.08% of the 13F portfolio, value $853,632.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 7,074 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $855,967.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 7,074 shares
    Change vs previous 13F -628 shares

    0.08% of the 13F portfolio, value $788,556.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 7,702 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $749,435.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 7,727 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $888,704.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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