LEVEL FOUR ADVISORY SERVICES, LLC

Position in NVS — Novartis AG

CIK 1696715 DALLAS, TX

Position in NVS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,645,747

-$1,716 QoQ

Shares Held

16,882

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#375

of 1,603 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LEVEL FOUR ADVISORY SERVICES, LLC holds $97,082,688 across 12 Drug Manufacturers - General names. NVS ranks #9 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	135,146	$34,008,139
2	JNJ	Johnson & Johnson	65,905	$16,737,892
3	NVO	Novo Nordisk A S	197,413	$9,463,979
4	MRK	Merck & Co., Inc.	73,273	$9,415,580
5	LLY	ELI LILLY & Co	7,377	$8,848,195
6	AMGN	Amgen Inc	15,638	$5,662,832
7	GILD	Gilead Sciences, Inc.	31,194	$3,941,049
8	AZN	Astrazeneca PLC	15,186	$2,879,569

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,645,747	16,882	-2.6%	Shares	Sole	2026-08-10
2026-03-31	$2,647,463	17,332	-4.9%	Shares	Sole	2026-05-14
2025-12-31	$2,511,853	18,219	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$2,313,962	18,044	+13.5%	Shares	Sole	2025-11-12
2025-06-30	$1,923,090	15,892	+40.7%	Shares	Sole	2025-08-13
2025-03-31	$1,259,278	11,296	+13.7%	Shares	Sole	2025-05-14
2024-12-31	$966,385	9,931	-0.5%	Shares	Sole	2025-02-12
2024-09-30	$1,147,784	9,979	-7.8%	Shares	Sole	2024-11-14
2024-06-30	$1,152,855	10,829	-6.5%	Shares	Sole	2024-08-09
2024-03-31	$1,120,423	11,583	+1.7%	Shares	Sole	2024-05-13
2023-12-31	$1,150,149	11,391	-5.9%	Shares	Sole	2024-02-08
2023-09-30	$1,232,506	12,100	-6.4%	Shares	Sole	2023-11-13
2023-06-30	$1,304,362	12,926	+16.6%	Shares	Sole	2023-07-10
2023-03-31	$1,020,096	11,088	+24.7%	Shares	Sole	2023-06-05
2022-12-31	$806,591	8,891	-23.3%	Shares	Sole	2023-02-13
2022-09-30	$881,031	11,591	-3.7%	Shares	Sole	2022-11-07
2022-06-30	$1,017,656	12,039	-11.2%	Shares	Sole	2022-08-08
2022-03-31	$1,190,328	13,565	+60.3%	Shares	Sole	2022-05-10
2021-12-31	$740,171	8,462	-23.0%	Shares	Sole	2022-02-11
2021-09-30	$898,353	10,985	+254.0%	Shares	Sole	2021-10-12
2021-06-30	$283,117	3,103	+2.4%	Shares	Sole	2021-08-09
2021-03-31	$259,089	3,031	-12.9%	Shares	Sole	2021-05-10
2020-12-31	$328,710	3,481	-3.0%	Shares	Sole	2021-02-10
2020-09-30	$312,099	3,589	-17.8%	Shares	Sole	2020-11-02
2020-06-30	$381,239	4,365	+7.3%	Shares	Sole	2020-08-17
2020-03-31	$335,406	4,068	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.