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Disclosery

NewEdge Wealth, LLC: NVS position timeline

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

NewEdge Wealth, LLC held 579,486 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 579,486 shares
    Change vs previous 13F +32,981 shares

    0.92% of the 13F portfolio, value $90,817,071.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 546,505 shares
    Change vs previous 13F +41,166 shares

    1% of the 13F portfolio, value $83,478,663.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 505,339 shares
    Change vs previous 13F +18,875 shares

    0.79% of the 13F portfolio, value $69,671,133.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 486,464 shares
    Change vs previous 13F +20,548 shares

    0.88% of the 13F portfolio, value $61,051,177.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 465,916 shares
    Change vs previous 13F +34,078 shares

    0.85% of the 13F portfolio, value $54,008,932.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 431,838 shares
    Change vs previous 13F +7,190 shares

    0.87% of the 13F portfolio, value $48,141,307.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 424,648 shares
    Change vs previous 13F +32,398 shares

    0.72% of the 13F portfolio, value $41,322,461.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 392,250 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $45,116,562.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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