Live Oak Private Wealth LLC: NVS position timeline

Live Oak Private Wealth LLC held 72,426 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 72,426 shares

   Change vs previous 13F -2,912 shares

   1.42% of the 13F portfolio, value $11,350,603.

   13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 75,338 shares

   Change vs previous 13F -1,254 shares

   1.6% of the 13F portfolio, value $11,507,880.

   13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 76,592 shares

   Change vs previous 13F -488 shares

   1.44% of the 13F portfolio, value $10,559,739.

   13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 77,080 shares

   Change vs previous 13F +465 shares

   1.38% of the 13F portfolio, value $9,884,739.

   13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 76,615 shares

   Change vs previous 13F -69 shares

   1.38% of the 13F portfolio, value $9,271,181.

   13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 76,684 shares

   Change vs previous 13F +1,207 shares

   1.39% of the 13F portfolio, value $8,548,732.

   13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 75,477 shares

   Change vs previous 13F -696 shares

   1.23% of the 13F portfolio, value $7,344,667.

   13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 76,173 shares

   Change vs previous 13F not available

   1.42% of the 13F portfolio, value $8,761,418.

   13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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