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CARY STREET PARTNERS ASSET MANAGEMENT LLC: NVS position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 7,321 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,321 shares
    Change vs previous 13F +9 shares

    0.02% of the 13F portfolio, value $1,147,336.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 4,915 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,406 shares

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

  2. period ended2026-03-31
    13F 7,312 shares
    Change vs previous 13F +133 shares

    0.03% of the 13F portfolio, value $1,116,859.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 5,004 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,308 shares

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

  3. period ended2025-12-31
    13F 7,179 shares
    Change vs previous 13F -905 shares

    0.02% of the 13F portfolio, value $989,723.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 4,982 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,197 shares

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

  4. period ended2025-09-30
    13F 8,084 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $1,036,650.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,158 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,926 shares

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

  5. period ended2025-06-30
    13F 8,015 shares
    Change vs previous 13F +111 shares

    0.03% of the 13F portfolio, value $969,856.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,579 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,436 shares

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

  6. period ended2025-03-31
    13F 7,904 shares
    Change vs previous 13F -535 shares

    0.03% of the 13F portfolio, value $881,102.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,749 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,155 shares

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

  7. period ended2024-12-31
    13F 8,439 shares
    Change vs previous 13F -484 shares

    0.03% of the 13F portfolio, value $821,168.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 8,136 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 303 shares

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

  8. period ended2024-09-30
    13F 8,923 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,026,325.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,923 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 4,787 shares (included in another member's report, not added)

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