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Disclosery

Monte Financial Group, LLC: NVS position timeline

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

Monte Financial Group, LLC held 44,535 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,535 shares
    Change vs previous 13F +1,137 shares

    2.23% of the 13F portfolio, value $6,954,124.

    13F-HR 0001951757-26-001172 filed by Monte Financial Group, 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 43,398 shares
    Change vs previous 13F -625 shares

    2.35% of the 13F portfolio, value $6,629,029.

    13F-HR 0001951757-26-000859 filed by Monte Financial Group, 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 44,023 shares
    Change vs previous 13F -2,560 shares

    2.26% of the 13F portfolio, value $6,069,451.

    13F-HR 0001951757-26-000274 filed by Monte Financial Group, 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 46,583 shares
    Change vs previous 13F -5,879 shares

    2.2% of the 13F portfolio, value $5,973,804.

    13F-HR 0001951757-25-001228 filed by Monte Financial Group, 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 52,462 shares
    Change vs previous 13F -492 shares

    2.47% of the 13F portfolio, value $6,348,427.

    13F-HR 0001951757-25-000942 filed by Monte Financial Group, 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 52,954 shares
    Change vs previous 13F -769 shares

    2.57% of the 13F portfolio, value $5,870,480.

    13F-HR 0001951757-25-000401 filed by Monte Financial Group, 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 53,723 shares
    Change vs previous 13F +15,610 shares

    2.24% of the 13F portfolio, value $5,227,785.

    13F-HR 0000950123-25-000412 filed by Monte Financial Group, LLC
    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 38,113 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $4,383,757.

    13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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