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Disclosery

Wambolt & Associates, LLC: NVS position timeline

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

Wambolt & Associates, LLC held 25,647 NVS shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 25,647 shares
    Change vs previous 13F -1,374 shares

    1.06% of the 13F portfolio, value $3,157,220.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 27,021 shares
    Change vs previous 13F +443 shares

    1.01% of the 13F portfolio, value $2,961,767.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 26,578 shares
    Change vs previous 13F -5,011 shares

    0.83% of the 13F portfolio, value $2,586,394.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 31,589 shares
    Change vs previous 13F +1,399 shares

    0.99% of the 13F portfolio, value $3,618,475.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 30,190 shares
    Change vs previous 13F +1,965 shares

    0.93% of the 13F portfolio, value $3,216,401.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 28,225 shares
    Change vs previous 13F +3,425 shares

    0.81% of the 13F portfolio, value $2,705,955.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 24,800 shares
    Change vs previous 13F +3,480 shares

    0.82% of the 13F portfolio, value $2,504,081.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 21,320 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,164,858.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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