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RITHOLTZ WEALTH MANAGEMENT: NVS position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 105,819 NVS shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 105,819 shares
    Change vs previous 13F +1,673 shares

    0.25% of the 13F portfolio, value $16,583,941.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 104,146 shares
    Change vs previous 13F +4,312 shares

    0.28% of the 13F portfolio, value $15,908,244.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 99,834 shares
    Change vs previous 13F -1,672 shares

    0.25% of the 13F portfolio, value $13,764,145.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 101,506 shares
    Change vs previous 13F +841 shares

    0.25% of the 13F portfolio, value $13,017,159.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 100,665 shares
    Change vs previous 13F +9,355 shares

    0.27% of the 13F portfolio, value $12,181,499.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 91,310 shares
    Change vs previous 13F -1,163 shares

    0.3% of the 13F portfolio, value $10,179,268.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 92,473 shares
    Change vs previous 13F -3,840 shares

    0.26% of the 13F portfolio, value $8,998,573.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 96,313 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $11,077,868.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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