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Disclosery

Naviter Wealth, LLC: NVS position timeline

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

Naviter Wealth, LLC held 47,793 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 47,793 shares
    Change vs previous 13F +8,978 shares

    0.68% of the 13F portfolio, value $7,490,182.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 38,815 shares
    Change vs previous 13F +1,157 shares

    0.74% of the 13F portfolio, value $5,929,052.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 37,658 shares
    Change vs previous 13F -5,873 shares

    0.68% of the 13F portfolio, value $5,191,908.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 43,531 shares
    Change vs previous 13F +1,448 shares

    0.65% of the 13F portfolio, value $5,582,415.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 42,083 shares
    Change vs previous 13F +2,090 shares

    0.63% of the 13F portfolio, value $5,092,464.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 39,993 shares
    Change vs previous 13F -532 shares

    0.56% of the 13F portfolio, value $4,659,327.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 40,525 shares
    Change vs previous 13F -9,837 shares

    0.48% of the 13F portfolio, value $3,943,488.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 50,362 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $5,792,637.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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