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Strategic Global Advisors, LLC: NVS position timeline

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

Strategic Global Advisors, LLC held 17,342 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,342 shares
    Change vs previous 13F +750 shares

    0.39% of the 13F portfolio, value $2,708,976.

    13F-HR 0001580212-26-000004 filed by Strategic Global Advisors, 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 16,592 shares
    Change vs previous 13F +1,719 shares

    0.41% of the 13F portfolio, value $2,534,428.

    13F-HR 0001580212-26-000003 filed by Strategic Global Advisors, 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 14,873 shares
    Change vs previous 13F +1,691 shares

    0.32% of the 13F portfolio, value $2,050,540.

    13F-HR 0001580212-26-000002 filed by Strategic Global Advisors, 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 13,182 shares
    Change vs previous 13F -1,065 shares

    0.26% of the 13F portfolio, value $1,690,460.

    13F-HR 0001580212-25-000003 filed by Strategic Global Advisors, 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 14,247 shares
    Change vs previous 13F +1,732 shares

    0.28% of the 13F portfolio, value $1,724,029.

    13F-HR 0001085146-25-005131 filed by Strategic Global Advisors, 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 12,515 shares
    Change vs previous 13F -296 shares

    0.28% of the 13F portfolio, value $1,395,172.

    13F-HR 0001085146-25-003186 filed by Strategic Global Advisors, 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 12,811 shares
    Change vs previous 13F +920 shares

    0.23% of the 13F portfolio, value $1,246,638.

    13F-HR 0001085146-25-001558 filed by Strategic Global Advisors, 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 11,891 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,367,703.

    13F-HR 0001085146-24-005761 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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