Skip to content
Disclosery

Plancorp, LLC: NVS position timeline

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

Plancorp, LLC held 12,291 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,291 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,885,086.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 12,291 shares
    Change vs previous 13F +3 shares

    0.05% of the 13F portfolio, value $1,893,444.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 12,288 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,694,193.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 12,288 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,575,856.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 12,288 shares
    Change vs previous 13F +3,719 shares

    0.05% of the 13F portfolio, value $1,487,011.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 8,569 shares
    Change vs previous 13F +3,752 shares

    0.04% of the 13F portfolio, value $955,294.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 4,817 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $468,762.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 4,796 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $551,659.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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