Smart Money Group LLC: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smart Money Group LLC on NVS, newest first. How the timeline and the estimate are built.
Smart Money Group LLC held 11,067 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 11,067 sharesChange vs previous 13F +476 shares
0.45% of the 13F portfolio, value $1,734,406.
13F-HR 0001728866-26-000005 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,591 sharesChange vs previous 13F +780 shares
0.47% of the 13F portfolio, value $1,617,761.
13F-HR 0001728866-26-000004 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,811 sharesChange vs previous 13F -152 shares
0.39% of the 13F portfolio, value $1,352,664.
13F-HR 0001728866-26-000001 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,963 sharesChange vs previous 13F +402 shares
0.38% of the 13F portfolio, value $1,277,675.
13F-HR 0001728866-25-000004 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,561 sharesChange vs previous 13F +1,167 shares
0.36% of the 13F portfolio, value $1,156,995.
13F-HR 0001765380-25-000302 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 8,394 sharesChange vs previous 13F -750 shares
0.32% of the 13F portfolio, value $935,780.
13F-HR/A 0001765380-25-000217 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,144 sharesChange vs previous 13F +606 shares
0.31% of the 13F portfolio, value $889,764.
13F-HR 0001728866-25-000001 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,538 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $925,476.
13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).