Skip to content
Disclosery

Kestra Advisory Services, LLC: NVS position timeline

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

Kestra Advisory Services, LLC held 206,997 NVS shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,997 shares
    Change vs previous 13F +126,948 shares

    0.07% of the 13F portfolio, value $32,440,468.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,054 shares
    • Kestra Advisory Services, LLC: 185,906 shares
    • Kestra Investment Management, LLC: 2,037 shares

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

  2. period ended2026-03-31
    13F 80,049 shares
    Change vs previous 13F +3,321 shares

    0.03% of the 13F portfolio, value $12,227,504.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,287 shares
    • Kestra Advisory Services, LLC: 53,072 shares
    • Kestra Investment Management, LLC: 1,690 shares

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

  3. period ended2025-12-31
    13F 76,728 shares
    Change vs previous 13F -13,978 shares

    0.03% of the 13F portfolio, value $10,578,432.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 27,909 shares
    • Kestra Advisory Services, LLC: 47,356 shares
    • Kestra Investment Management, LLC: 1,463 shares

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

  4. period ended2025-09-30
    13F 90,706 shares
    Change vs previous 13F +34,417 shares

    0.04% of the 13F portfolio, value $11,632,089.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,316 shares
    • Kestra Advisory Services, LLC: 69,390 shares

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

  5. period ended2025-06-30
    13F/A 56,289 shares
    Change vs previous 13F +4,491 shares

    0.02% of the 13F portfolio, value $6,811,581.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,577 shares
    • Kestra Advisory Services, LLC: 29,712 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 51,798 shares
    Change vs previous 13F -3,193 shares

    0.02% of the 13F portfolio, value $5,774,441.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,151 shares
    • Kestra Advisory Services, LLC: 29,639 shares
    • Kestra Investment Management, LLC: 8 shares

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

  7. period ended2024-12-31
    13F 54,991 shares
    Change vs previous 13F -150,244 shares

    0.02% of the 13F portfolio, value $5,351,175.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,780 shares
    • Kestra Advisory Services, LLC: 37,726 shares
    • Kestra Investment Management, LLC: 485 shares

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

  8. period ended2024-09-30
    13F 205,235 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $23,606,146.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,488 shares
    • Kestra Advisory Services, LLC: 188,747 shares

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