PacWest Financial Management Inc: NVS position timeline

PacWest Financial Management Inc held 5,355 NVS shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

1. period ended2016-12-31

   13F 5,355 shares

   Change vs previous 13F -899 shares

   0.23% of the 13F portfolio, value $3,900,000.

   13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
   Filed 2017-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

2. period ended2016-09-30

   13F 6,254 shares

   Change vs previous 13F +25 shares

   0.3% of the 13F portfolio, value $494,000.

   13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
   Filed 2016-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

3. period ended2016-06-30

   13F 6,229 shares

   Change vs previous 13F -1,368 shares

   0.32% of the 13F portfolio, value $514,000.

   13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
   Filed 2016-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

4. period ended2016-03-31

   13F 7,597 shares

   Change vs previous 13F -108 shares

   0.35% of the 13F portfolio, value $550,000.

   13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
   Filed 2016-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

5. period ended2015-12-31

   13F 7,705 shares

   Change vs previous 13F +230 shares

   0.44% of the 13F portfolio, value $663,000.

   13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
   Filed 2016-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

6. period ended2015-09-30

   13F 7,475 shares

   Change vs previous 13F +45 shares

   0.51% of the 13F portfolio, value $687,000.

   13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
   Filed 2015-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

7. period ended2015-06-30

   13F 7,430 shares

   Change vs previous 13F 0 shares

   0.52% of the 13F portfolio, value $732,000.

   13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
   Filed 2015-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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

8. period ended2015-03-31

   13F 7,430 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $732,000.

   13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
   Filed 2015-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC

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