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Summit Financial Wealth Advisors, LLC: NVS position timeline

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

Summit Financial Wealth Advisors, LLC held 3,202 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,202 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $456,509.

    13F-HR 0001172661-26-004545 filed by Summit Financial Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,173 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $497,273.

    13F-HR 0001172661-26-002625 filed by Summit Financial Wealth 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 ended2026-03-31
    13F 3,167 shares
    Change vs previous 13F +46 shares

    0.07% of the 13F portfolio, value $483,759.

    13F-HR 0001172661-26-002435 filed by Summit Financial Wealth 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 ended2025-12-31
    13F 3,121 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $430,292.

    13F-HR 0001172661-26-000332 filed by Summit Financial Wealth 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 ended2025-09-30
    13F 3,121 shares
    Change vs previous 13F +36 shares

    0.06% of the 13F portfolio, value $411,098.

    13F-HR 0001172661-25-004158 filed by Summit Financial Wealth 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 ended2025-06-30
    13F 3,085 shares
    Change vs previous 13F +125 shares

    0.07% of the 13F portfolio, value $373,316.

    13F-HR 0001172661-25-004143 filed by Summit Financial Wealth 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 ended2025-03-31
    13F 2,960 shares
    Change vs previous 13F -78 shares

    0.07% of the 13F portfolio, value $329,981.

    13F-HR 0001172661-25-001872 filed by Summit Financial Wealth 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 ended2024-12-31
    13F 3,038 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $320,448.

    13F-HR 0001172661-25-000740 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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