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Disclosery

Oxford Wealth Group, LLC: NVS position timeline

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

Oxford Wealth Group, LLC held 7,407 NVS shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,407 shares
    Change vs previous 13F +184 shares

    0.47% of the 13F portfolio, value $720,748.

    13F-HR 0001765380-25-000108 filed by Oxford Wealth 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 ended2024-09-30
    13F 7,223 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $830,757.

    13F-HR 0001765380-24-000427 filed by Oxford Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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