Skip to content
Disclosery

Vanguard Capital Wealth Advisors: NVS position timeline

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

Vanguard Capital Wealth Advisors held 2,050 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,050 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $321,276.

    13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
    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 2,050 shares
    Change vs previous 13F -100 shares

    0.29% of the 13F portfolio, value $313,138.

    13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
    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 2,150 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $296,421.

    13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
    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 2,150 shares
    Change vs previous 13F -7 shares

    0.22% of the 13F portfolio, value $275,716.

    13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
    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 2,157 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $261,019.

    13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
    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 2,157 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $240,462.

    13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
    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 2,157 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $209,898.

    13F-HR 0001085146-25-001730 filed by Vanguard Capital Wealth Advisors
    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 2,157 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $248,098.

    13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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