Skip to content
Disclosery

Focus Partners Wealth: NVS position timeline

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

Focus Partners Wealth held 243,161 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,161 shares
    Change vs previous 13F -44,389 shares

    0.03% of the 13F portfolio, value $38,108,308.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 235,657 shares
    • Focus Partners Advisor Solutions, LLC: 7,504 shares

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

  2. period ended2026-03-31
    13F 287,550 shares
    Change vs previous 13F +72,575 shares

    0.04% of the 13F portfolio, value $43,889,899.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 280,428 shares
    • Focus Partners Advisor Solutions, LLC: 7,122 shares

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

  3. period ended2025-12-31
    13F 214,975 shares
    Change vs previous 13F +152,137 shares

    0.03% of the 13F portfolio, value $29,633,800.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 208,560 shares
    • Focus Partners Advisor Solutions, LLC: 6,415 shares

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

  4. period ended2025-09-30
    13F 62,838 shares
    Change vs previous 13F +4,446 shares

    0.01% of the 13F portfolio, value $8,054,287.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 55,944 shares
    • Focus Partners Advisor Solutions, LLC: 6,894 shares

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

  5. period ended2025-06-30
    13F 58,392 shares
    Change vs previous 13F +4,162 shares

    0.01% of the 13F portfolio, value $7,065,616.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 51,637 shares
    • Focus Partners Advisor Solutions, LLC: 6,755 shares

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

  6. period ended2025-03-31
    13F/A 54,230 shares
    Change vs previous 13F +7,786 shares

    0.01% of the 13F portfolio, value $6,056,138.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 47,548 shares
    • Focus Partners Advisor Solutions, LLC: 6,682 shares

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

  7. period ended2024-12-31
    13F/A 46,444 shares
    Change vs previous 13F +13,875 shares

    0.01% of the 13F portfolio, value $4,519,482.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 42,044 shares
    • Focus Partners Advisor Solutions, LLC: 4,400 shares

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

  8. period ended2024-09-30
    13F 32,569 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,746,097.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,637 shares
    • Focus Partners Advisor Solutions, LLC: 2,932 shares

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