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Optimist Retirement Group LLC: NVS position timeline

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

Optimist Retirement Group LLC held 16,777 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 16,777 shares
    Change vs previous 13F -21 shares

    1.01% of the 13F portfolio, value $2,629,291.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement Group 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 16,798 shares
    Change vs previous 13F -2,181 shares

    1.13% of the 13F portfolio, value $2,565,895.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement Group 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 18,979 shares
    Change vs previous 13F -340 shares

    1.2% of the 13F portfolio, value $2,616,635.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement Group 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 19,319 shares
    Change vs previous 13F +47 shares

    1.12% of the 13F portfolio, value $2,477,469.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement Group 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 19,272 shares
    Change vs previous 13F +69 shares

    1.12% of the 13F portfolio, value $2,332,105.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement Group 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 19,203 shares
    Change vs previous 13F +137 shares

    1.07% of the 13F portfolio, value $2,140,750.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement Group 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 19,066 shares
    Change vs previous 13F -247 shares

    0.88% of the 13F portfolio, value $1,855,312.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement Group 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 19,313 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,221,381.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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