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Ascentis Wealth Management, LLC: NVS position timeline

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

Ascentis Wealth Management, LLC held 2,183 NVS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,183 shares
    Change vs previous 13F -2,414 shares

    0.05% of the 13F portfolio, value $342,118.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 330 shares
    • Ascentis Wealth Management, LLC: 1,853 shares

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

  2. period ended2026-03-31
    13F 4,597 shares
    Change vs previous 13F +1,283 shares

    0.04% of the 13F portfolio, value $702,188.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,748 shares
    • Ascentis Wealth Management, LLC: 1,849 shares

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

  3. period ended2025-12-31
    13F 3,314 shares
    Change vs previous 13F +1,498 shares

    0.04% of the 13F portfolio, value $456,900.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,498 shares
    • Ascentis Wealth Management, LLC: 1,816 shares

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

  4. period ended2025-09-30
    13F 1,816 shares
    Change vs previous 13F +1,816 shares

    0.05% of the 13F portfolio, value $232,883.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -33 shares

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 33 shares
    Change vs previous 13F -344 shares

    <0.01% of the 13F portfolio, value $3,210.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 33 shares

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

  7. period ended2024-09-30
    13F/A 377 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,358.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 344 shares
    • Ascentis Wealth Management, LLC: 33 shares

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