Goepper Burkhardt LLC

Position in NVS — Novartis AG

CIK 1844142 GREENVILLE, SC

Position in NVS

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

Position Value

$219,408

-$47,904 QoQ

Shares Held

1,400

-20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,276

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

Goepper Burkhardt LLC holds $3,500,103 across 6 Drug Manufacturers - General names. NVS ranks #6 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	4,377	$1,111,626
2	ABBV	AbbVie Inc.	3,181	$800,466
3	AMGN	Amgen Inc	1,699	$615,241
4	LLY	ELI LILLY & Co	396	$474,974
5	PFE	Pfizer Inc	11,561	$278,388
6	NVS	Novartis AG This page	1,400	$219,408

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,408	1,400	-20.0%	Shares	Sole	2026-08-10
2026-03-31	$267,312	1,750	0.0%	Shares	Sole	2026-05-13
2025-12-31	$241,272	1,750	0.0%	Shares	Sole	2026-02-09
2025-09-30	$224,420	1,750	0.0%	Shares	Sole	2025-11-14
2025-06-30	$211,767	1,750	-10.3%	Shares	Sole	2025-08-12
2025-03-31	$217,386	1,950	0.0%	Shares	Sole	2025-05-06
2024-09-30	$224,289	1,950	0.0%	Shares	Sole	2024-11-12
2024-06-30	$207,597	1,950	-1.0%	Shares	Sole	2024-08-13
2023-09-30	$200,664	1,970	-12.4%	Shares	Sole	2023-11-13
2022-12-31	$204,120	2,250	-8.2%	Shares	Sole	2023-02-15
2021-09-30	$200,361	2,450	0.0%	Shares	Sole	2021-10-28
2021-06-30	$223,538	2,450	0.0%	Shares	Sole	2021-07-28
2021-03-31	$209,426	2,450	0.0%	Shares	Sole	2021-05-11
2020-12-31	$231,353	2,450	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.