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Monument Capital Management: NVS position timeline

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

Monument Capital Management held 4,448 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,448 shares
    Change vs previous 13F -628 shares

    0.13% of the 13F portfolio, value $634,151.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,076 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $795,511.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,076 shares
    Change vs previous 13F +690 shares

    0.19% of the 13F portfolio, value $775,359.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,386 shares
    Change vs previous 13F +608 shares

    0.15% of the 13F portfolio, value $604,698.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,778 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $484,491.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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