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Orion Porfolio Solutions, LLC: NVS position timeline

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

Orion Porfolio Solutions, LLC held 58,960 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,960 shares
    Change vs previous 13F +2,066 shares

    0.07% of the 13F portfolio, value $9,240,149.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 56,894 shares
    Change vs previous 13F +14,571 shares

    0.07% of the 13F portfolio, value $8,690,484.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 42,323 shares
    Change vs previous 13F -467 shares

    0.04% of the 13F portfolio, value $5,835,043.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 42,790 shares
    Change vs previous 13F +3,321 shares

    0.04% of the 13F portfolio, value $5,487,311.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 39,469 shares
    Change vs previous 13F +4,797 shares

    0.04% of the 13F portfolio, value $4,776,206.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 34,672 shares
    Change vs previous 13F +1,051 shares

    0.04% of the 13F portfolio, value $3,865,339.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 33,621 shares
    Change vs previous 13F +1,198 shares

    0.03% of the 13F portfolio, value $3,271,750.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 32,423 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,729,363.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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