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Diversify Advisory Services, LLC: NVS position timeline

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

Diversify Advisory Services, LLC held 40,108 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,108 shares
    Change vs previous 13F +32,252 shares

    0.05% of the 13F portfolio, value $6,261,220.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 20,054 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,054 shares

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

  2. period ended2026-03-31
    13F 7,856 shares
    Change vs previous 13F +4,254 shares

    0.02% of the 13F portfolio, value $1,122,950.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,856 shares

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

  3. period ended2025-12-31
    13F 3,602 shares
    Change vs previous 13F -1,590 shares

    0.02% of the 13F portfolio, value $519,983.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, 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 5,192 shares
    Change vs previous 13F -2,184 shares

    0.02% of the 13F portfolio, value $643,129.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 7,376 shares
    Change vs previous 13F +4,333 shares

    0.03% of the 13F portfolio, value $880,074.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 3,043 shares
    Change vs previous 13F -8,789 shares

    0.02% of the 13F portfolio, value $345,270.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,043 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 11,832 shares
    Change vs previous 13F +944 shares

    0.04% of the 13F portfolio, value $1,172,282.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,592 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,240 shares

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

  8. period ended2024-09-30
    13F 10,888 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,243,183.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,720 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,168 shares

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