Net Worth Advisory Group: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on NVS, newest first. How the timeline and the estimate are built.
Net Worth Advisory Group held 4,571 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 4,571 sharesChange vs previous 13F -185 shares
0.18% of the 13F portfolio, value $716,367.
13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,756 sharesChange vs previous 13F -283 shares
0.15% of the 13F portfolio, value $726,471.
13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,039 sharesChange vs previous 13F -1,570 shares
0.14% of the 13F portfolio, value $694,750.
13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,609 sharesChange vs previous 13F -404 shares
0.25% of the 13F portfolio, value $847,572.
13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,013 sharesChange vs previous 13F +431 shares
0.19% of the 13F portfolio, value $848,648.
13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,582 sharesChange vs previous 13F -469 shares
0.23% of the 13F portfolio, value $733,754.
13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,051 sharesChange vs previous 13F -99 shares
0.21% of the 13F portfolio, value $686,117.
13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,150 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $822,449.
13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).