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Disclosery

Ascent Group, LLC: NVS position timeline

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

Ascent Group, LLC held 12,806 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,806 shares
    Change vs previous 13F -487 shares

    0.06% of the 13F portfolio, value $2,006,893.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 13,293 shares
    Change vs previous 13F +173 shares

    0.07% of the 13F portfolio, value $2,030,444.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 13,120 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $1,808,739.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 13,125 shares
    Change vs previous 13F -996 shares

    0.06% of the 13F portfolio, value $1,683,043.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 14,121 shares
    Change vs previous 13F +97 shares

    0.07% of the 13F portfolio, value $1,708,693.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 14,024 shares
    Change vs previous 13F +7,176 shares

    0.07% of the 13F portfolio, value $1,563,355.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 6,848 shares
    Change vs previous 13F +157 shares

    0.05% of the 13F portfolio, value $666,379.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 6,691 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $769,599.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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