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Disclosery

RATIONAL ADVISORS, INC.: NVS position timeline

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

RATIONAL ADVISORS, INC. held 4,853 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,853 shares
    Change vs previous 13F -2,741 shares

    0.07% of the 13F portfolio, value $760,562.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, 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 7,594 shares
    Change vs previous 13F +408 shares

    0.12% of the 13F portfolio, value $1,159,984.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, 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 7,186 shares
    Change vs previous 13F +3,080 shares

    0.1% of the 13F portfolio, value $990,734.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, 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 4,106 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $526,553.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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