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Shamrock Asset Management LLC: NVS position timeline

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

Shamrock Asset Management LLC held 9,307 NVS shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 9,307 shares
    Change vs previous 13F -251 shares

    0.63% of the 13F portfolio, value $809,000.

    13F-HR 0001062993-19-004348 filed by Shamrock Asset 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 ended2019-06-30
    13F 9,558 shares
    Change vs previous 13F +292 shares

    0.62% of the 13F portfolio, value $873,000.

    13F-HR 0001062993-19-003246 filed by Shamrock Asset 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 ended2019-03-31
    13F 9,266 shares
    Change vs previous 13F -38 shares

    0.71% of the 13F portfolio, value $891,000.

    13F-HR 0001062993-19-001943 filed by Shamrock Asset 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 ended2018-12-31
    13F 9,304 shares
    Change vs previous 13F -19 shares

    1.21% of the 13F portfolio, value $798,000.

    13F-HR 0001062993-19-000547 filed by Shamrock Asset 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 ended2018-09-30
    13F 9,323 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $803,000.

    13F-HR 0001062993-18-004179 filed by Shamrock Asset 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 ended2018-06-30
    13F 9,323 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $704,000.

    13F-HR 0001062993-18-002866 filed by Shamrock Asset 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 ended2018-03-31
    13F 9,323 shares
    Change vs previous 13F -375 shares

    0.43% of the 13F portfolio, value $716,000.

    13F-HR 0001062993-18-002406 filed by Shamrock Asset 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 ended2017-12-31
    13F 9,698 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $814,000.

    13F-HR 0001062993-18-000261 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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