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Lido Advisors, LLC: NVS position timeline

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

Lido Advisors, LLC held 36,804 NVS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,804 shares
    Change vs previous 13F +2,126 shares

    0.02% of the 13F portfolio, value $5,768,335.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 34,678 shares
    Change vs previous 13F -9,061 shares

    0.02% of the 13F portfolio, value $5,297,607.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 43,739 shares
    Change vs previous 13F +643 shares

    0.02% of the 13F portfolio, value $5,746,973.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 43,096 shares
    Change vs previous 13F +13,095 shares

    0.02% of the 13F portfolio, value $5,526,824.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 30,001 shares
    Change vs previous 13F +13,881 shares

    0.02% of the 13F portfolio, value $3,630,490.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 16,120 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $1,859,662.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,178 shares
    Change vs previous 13F +1,081 shares

    0.01% of the 13F portfolio, value $1,574,260.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,097 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,736,504.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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