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Steward Partners Investment Advisory, LLC: NVS position timeline

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

Steward Partners Investment Advisory, LLC held 44,418 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,418 shares
    Change vs previous 13F -1,020 shares

    0.04% of the 13F portfolio, value $6,961,152.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    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 45,438 shares
    Change vs previous 13F -8,823 shares

    0.04% of the 13F portfolio, value $6,940,660.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    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 54,261 shares
    Change vs previous 13F +1,787 shares

    0.04% of the 13F portfolio, value $7,480,974.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    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 52,474 shares
    Change vs previous 13F +5,275 shares

    0.04% of the 13F portfolio, value $6,729,274.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    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 47,199 shares
    Change vs previous 13F +3,614 shares

    0.04% of the 13F portfolio, value $5,711,559.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    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 43,585 shares
    Change vs previous 13F -739 shares

    0.04% of the 13F portfolio, value $4,858,838.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    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 44,324 shares
    Change vs previous 13F -2,861 shares

    0.04% of the 13F portfolio, value $4,313,177.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    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 47,185 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,427,229.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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