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Meriwether Wealth & Planning, LLC: NVS position timeline

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

Meriwether Wealth & Planning, LLC held 6,134 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,134 shares
    Change vs previous 13F +61 shares

    0.48% of the 13F portfolio, value $961,320.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, LLC
    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 6,073 shares
    Change vs previous 13F -3,436 shares

    0.51% of the 13F portfolio, value $927,651.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, LLC
    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 9,509 shares
    Change vs previous 13F -312 shares

    0.74% of the 13F portfolio, value $1,311,006.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,821 shares
    Change vs previous 13F +329 shares

    0.73% of the 13F portfolio, value $1,259,445.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,492 shares
    Change vs previous 13F -235 shares

    0.72% of the 13F portfolio, value $1,148,627.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, LLC
    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 9,727 shares
    Change vs previous 13F +1,295 shares

    0.71% of the 13F portfolio, value $1,084,366.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, LLC
    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 8,432 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $820,518.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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