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Disclosery

Prospera Financial Services Inc: NVS position timeline

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

Prospera Financial Services Inc held 28,070 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,070 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $4,400,927.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services 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 28,041 shares
    Change vs previous 13F +2,162 shares

    0.07% of the 13F portfolio, value $4,285,025.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services 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 25,879 shares
    Change vs previous 13F -67 shares

    0.06% of the 13F portfolio, value $3,569,034.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services 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 25,946 shares
    Change vs previous 13F -537 shares

    0.06% of the 13F portfolio, value $3,328,485.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services 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 26,483 shares
    Change vs previous 13F +4,598 shares

    0.06% of the 13F portfolio, value $3,205,821.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services 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 21,885 shares
    Change vs previous 13F +4,274 shares

    0.06% of the 13F portfolio, value $2,440,786.

    13F-HR 0001085146-25-003246 filed by Prospera Financial Services 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 17,611 shares
    Change vs previous 13F +484 shares

    0.04% of the 13F portfolio, value $1,714,693.

    13F-HR 0001085146-25-001240 filed by Prospera Financial Services 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 17,127 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,971,316.

    13F-HR 0001085146-24-005424 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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