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Perigon Wealth Management, LLC: NVS position timeline

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

Perigon Wealth Management, LLC held 20,563 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,563 shares
    Change vs previous 13F -102 shares

    0.05% of the 13F portfolio, value $3,222,676.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 20,665 shares
    Change vs previous 13F +165 shares

    0.06% of the 13F portfolio, value $3,156,599.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 20,500 shares
    Change vs previous 13F +3,543 shares

    0.05% of the 13F portfolio, value $2,826,398.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 16,957 shares
    Change vs previous 13F +185 shares

    0.04% of the 13F portfolio, value $2,174,558.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 16,772 shares
    Change vs previous 13F -124 shares

    0.05% of the 13F portfolio, value $2,029,547.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 16,896 shares
    Change vs previous 13F -350 shares

    0.05% of the 13F portfolio, value $1,883,613.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 17,246 shares
    Change vs previous 13F -15 shares

    0.04% of the 13F portfolio, value $1,687,714.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 17,261 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,985,385.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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