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Disclosery

Keystone Financial Services: NVS position timeline

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

Keystone Financial Services held 7,155 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,155 shares
    Change vs previous 13F +96 shares

    0.29% of the 13F portfolio, value $1,121,356.

    13F-HR 0001986152-26-000106 filed by Keystone Financial Services
    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 7,059 shares
    Change vs previous 13F -849 shares

    0.32% of the 13F portfolio, value $1,078,286.

    13F-HR 0001986152-26-000061 filed by Keystone Financial Services
    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 7,908 shares
    Change vs previous 13F -143 shares

    0.33% of the 13F portfolio, value $1,090,298.

    13F-HR 0001986152-26-000029 filed by Keystone Financial Services
    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 8,051 shares
    Change vs previous 13F +482 shares

    0.32% of the 13F portfolio, value $1,032,429.

    13F-HR 0001986152-25-000108 filed by Keystone Financial Services
    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 7,569 shares
    Change vs previous 13F +77 shares

    0.31% of the 13F portfolio, value $915,896.

    13F-HR 0001865158-25-000004 filed by Keystone Financial Services
    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 7,492 shares
    Change vs previous 13F +118 shares

    0.32% of the 13F portfolio, value $835,182.

    13F-HR 0001865158-25-000002 filed by Keystone Financial Services
    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 7,374 shares
    Change vs previous 13F +237 shares

    0.27% of the 13F portfolio, value $717,541.

    13F-HR 0001865158-25-000001 filed by Keystone Financial Services
    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 7,137 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $820,871.

    13F-HR 0001865158-24-000005 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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