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WealthTrust Axiom LLC: NVS position timeline

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

WealthTrust Axiom LLC held 32,676 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,676 shares
    Change vs previous 13F -65 shares

    1.14% of the 13F portfolio, value $5,121,014.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 32,741 shares
    Change vs previous 13F -144 shares

    1.23% of the 13F portfolio, value $5,001,165.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 32,885 shares
    Change vs previous 13F -274 shares

    1.17% of the 13F portfolio, value $4,533,814.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 33,159 shares
    Change vs previous 13F +509 shares

    1.14% of the 13F portfolio, value $4,252,250.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 32,650 shares
    Change vs previous 13F -2,235 shares

    1.16% of the 13F portfolio, value $3,950,957.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 34,885 shares
    Change vs previous 13F +1,050 shares

    1.18% of the 13F portfolio, value $3,889,023.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 33,835 shares
    Change vs previous 13F -975 shares

    0.98% of the 13F portfolio, value $3,292,521.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 34,810 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $4,003,890.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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