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Disclosery

Solutions 4 Wealth, Ltd: NVS position timeline

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

Solutions 4 Wealth, Ltd held 10,026 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,026 shares
    Change vs previous 13F -704 shares

    2.03% of the 13F portfolio, value $1,571,275.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 10,730 shares
    Change vs previous 13F -2,484 shares

    2.47% of the 13F portfolio, value $1,639,008.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 13,214 shares
    Change vs previous 13F 0 shares

    2.75% of the 13F portfolio, value $1,821,814.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    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 13,214 shares
    Change vs previous 13F -1 shares

    2.63% of the 13F portfolio, value $1,694,563.

    13F-HR 0002006405-25-000006 filed by Solutions 4 Wealth, Ltd
    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 13,215 shares
    Change vs previous 13F 0 shares

    2.67% of the 13F portfolio, value $1,599,147.

    13F-HR 0002006405-25-000004 filed by Solutions 4 Wealth, Ltd
    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 13,215 shares
    Change vs previous 13F -602 shares

    2.6% of the 13F portfolio, value $1,473,208.

    13F-HR 0002006405-25-000002 filed by Solutions 4 Wealth, Ltd
    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 13,817 shares
    Change vs previous 13F 0 shares

    2.43% of the 13F portfolio, value $1,344,532.

    13F-HR 0002006405-25-000001 filed by Solutions 4 Wealth, Ltd
    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 13,817 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $1,589,231.

    13F-HR 0002006405-24-000005 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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