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Disclosery

Transform Wealth, LLC: NVS position timeline

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

Transform Wealth, LLC held 27,573 NVS shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 27,573 shares
    Change vs previous 13F -330 shares

    0.19% of the 13F portfolio, value $3,179,635.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 27,903 shares
    Change vs previous 13F -389 shares

    0.15% of the 13F portfolio, value $2,715,208.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 28,292 shares
    Change vs previous 13F +5,141 shares

    0.22% of the 13F portfolio, value $3,254,105.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 23,151 shares
    Change vs previous 13F -495 shares

    0.18% of the 13F portfolio, value $2,464,668.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 23,646 shares
    Change vs previous 13F -432 shares

    0.23% of the 13F portfolio, value $2,377,338.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 24,078 shares
    Change vs previous 13F -223 shares

    0.24% of the 13F portfolio, value $2,431,199.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 24,301 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,475,349.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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