Elk River Wealth Management LLC

Position in NVS — Novartis AG

CIK 1844107 DENVER, CO

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$322,843

+$8,178 QoQ

Shares Held

2,060

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,089

of 1,603 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Elk River Wealth Management LLC holds $12,158,313 across 5 Drug Manufacturers - General names. NVS ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	7,290	$8,743,845
2	JNJ	Johnson & Johnson	5,344	$1,357,215
3	ABBV	AbbVie Inc.	5,227	$1,315,322
4	PFE	Pfizer Inc	17,404	$419,088
5	NVS	Novartis AG This page	2,060	$322,843

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,843	2,060	0.0%	Shares	Sole	2026-08-12
2026-03-31	$314,665	2,060	0.0%	Shares	Sole	2026-04-17
2025-12-31	$284,012	2,060	0.0%	Shares	Sole	2026-02-06
2025-09-30	$264,174	2,060	0.0%	Shares	Sole	2025-10-23
2025-06-30	$249,280	2,060	0.0%	Shares	Sole	2025-07-11
2025-03-31	$229,648	2,060	0.0%	Shares	Sole	2025-04-11
2024-12-31	$200,458	2,060	0.0%	Shares	Sole	2025-02-03
2024-09-30	$236,941	2,060	0.0%	Shares	Sole	2024-10-11
2024-06-30	$219,307	2,060	0.0%	Shares	Sole	2024-07-31
2024-03-31	$199,263	2,060	0.0%	Shares	Sole	2024-04-15
2023-12-31	$207,998	2,060	0.0%	Shares	Sole	2024-01-18
2023-09-30	$209,831	2,060	0.0%	Shares	Sole	2023-10-10
2023-06-30	$207,874	2,060	-5.7%	Shares	Sole	2023-07-17
2020-12-31	$206,235	2,184	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.