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Disclosery

MOTCO: NVS position timeline

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

MOTCO held 6,233 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,233 shares
    Change vs previous 13F +88 shares

    0.08% of the 13F portfolio, value $976,836.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 6,145 shares
    Change vs previous 13F -74 shares

    0.09% of the 13F portfolio, value $938,649.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 6,219 shares
    Change vs previous 13F -169 shares

    0.08% of the 13F portfolio, value $857,414.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 6,388 shares
    Change vs previous 13F +136 shares

    0.07% of the 13F portfolio, value $819,197.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 6,252 shares
    Change vs previous 13F -171 shares

    0.07% of the 13F portfolio, value $711,102.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 6,423 shares
    Change vs previous 13F -36 shares

    0.08% of the 13F portfolio, value $716,036.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 6,459 shares
    Change vs previous 13F +315 shares

    0.06% of the 13F portfolio, value $628,525.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 6,144 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $706,683.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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