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Disclosery

PDS Planning, Inc: NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on NVS, newest first. How the timeline and the estimate are built.

PDS Planning, Inc held 9,632 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,632 shares
    Change vs previous 13F +104 shares

    0.09% of the 13F portfolio, value $1,509,527.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 9,528 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $1,455,402.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 9,525 shares
    Change vs previous 13F +66 shares

    0.09% of the 13F portfolio, value $1,313,212.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 9,459 shares
    Change vs previous 13F +390 shares

    0.08% of the 13F portfolio, value $1,213,022.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 9,069 shares
    Change vs previous 13F +172 shares

    0.08% of the 13F portfolio, value $1,097,440.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 8,897 shares
    Change vs previous 13F +907 shares

    0.08% of the 13F portfolio, value $991,838.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 7,990 shares
    Change vs previous 13F -122 shares

    0.07% of the 13F portfolio, value $777,507.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 8,112 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $933,042.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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