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Disclosery

WCG Wealth Advisors LLC: NVS position timeline

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

WCG Wealth Advisors LLC held 43,776 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 43,776 shares
    Change vs previous 13F +4,816 shares

    0.16% of the 13F portfolio, value $6,860,494.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 38,960 shares
    Change vs previous 13F +1,255 shares

    0.17% of the 13F portfolio, value $5,951,202.

    13F-HR 0001855713-26-000004 filed by WCG 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 ended2025-12-31
    13F 37,705 shares
    Change vs previous 13F +21,202 shares

    0.15% of the 13F portfolio, value $5,198,483.

    13F-HR 0001855713-26-000003 filed by WCG 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 ended2025-09-30
    13F 16,503 shares
    Change vs previous 13F -2,104 shares

    0.13% of the 13F portfolio, value $2,116,408.

    13F-HR 0001855713-25-000008 filed by WCG 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 ended2025-06-30
    13F 18,607 shares
    Change vs previous 13F +174 shares

    0.15% of the 13F portfolio, value $2,251,542.

    13F-HR 0001855713-25-000007 filed by WCG 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 ended2025-03-31
    13F/A 18,433 shares
    Change vs previous 13F -1,931 shares

    0.16% of the 13F portfolio, value $2,054,877.

    13F-HR/A 0001855713-25-000005 filed by WCG 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 ended2024-12-31
    13F 20,364 shares
    Change vs previous 13F +1,091 shares

    0.13% of the 13F portfolio, value $1,982,000.

    13F-HR 0001855713-25-000003 filed by WCG 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 ended2024-09-30
    13F 19,273 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,217,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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