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Spectrum Asset Management, Inc. (NB/CA): NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on NVS, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 22,804 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,804 shares
    Change vs previous 13F -3,471 shares

    0.99% of the 13F portfolio, value $3,573,844.

    13F-HR 0001632078-26-000009 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 26,275 shares
    Change vs previous 13F -13 shares

    1.28% of the 13F portfolio, value $4,013,507.

    13F-HR 0001632078-26-000005 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 26,288 shares
    Change vs previous 13F +120 shares

    1.21% of the 13F portfolio, value $3,624,328.

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 26,168 shares
    Change vs previous 13F +1,513 shares

    1.18% of the 13F portfolio, value $3,355,785.

    13F-HR 0001632078-25-000015 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 24,655 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,983,503.

    13F-HR 0001632078-25-000008 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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