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Patriot Financial Group Insurance Agency, LLC: NVS position timeline

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

Patriot Financial Group Insurance Agency, LLC held 18,217 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,217 shares
    Change vs previous 13F +806 shares

    0.25% of the 13F portfolio, value $2,597,166.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,411 shares
    Change vs previous 13F -22,085 shares

    0.28% of the 13F portfolio, value $2,728,659.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 39,496 shares
    Change vs previous 13F +20,818 shares

    0.34% of the 13F portfolio, value $6,033,028.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,678 shares
    Change vs previous 13F +1,798 shares

    0.31% of the 13F portfolio, value $2,575,142.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,880 shares
    Change vs previous 13F +1,263 shares

    0.28% of the 13F portfolio, value $2,164,697.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,617 shares
    Change vs previous 13F +2,831 shares

    0.22% of the 13F portfolio, value $1,889,818.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,786 shares
    Change vs previous 13F +655 shares

    0.19% of the 13F portfolio, value $1,425,388.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,131 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,180,472.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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