Keystone Financial Services

Position in NVS — Novartis AG

CIK 1865158 LOVELAND, CO

Position in NVS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,121,330

+$43,069 QoQ

Shares Held

7,155

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#586

of 1,603 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keystone Financial Services holds $1,121,330 across 1 Drug Manufacturers - General name. NVS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NVS	Novartis AG This page	7,155	$1,121,330

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,121,330	7,155	+1.4%	Shares	Sole	2026-08-06
2026-03-31	$1,078,261	7,059	-10.7%	Shares	Sole	2026-05-06
2025-12-31	$1,090,274	7,908	-1.8%	Shares	Sole	2026-02-12
2025-09-30	$1,032,459	8,051	+6.4%	Shares	Sole	2025-11-13
2025-06-30	$915,923	7,569	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$835,207	7,492	+1.6%	Shares	Sole	2025-04-23
2024-12-31	$717,562	7,374	+3.3%	Shares	Sole	2025-01-31
2024-09-30	$820,896	7,137	+7.5%	Shares	Sole	2024-11-05
2024-06-30	$706,467	6,636	+8.8%	Shares	Sole	2024-07-23
2024-03-31	$590,052	6,100	-0.0%	Shares	Sole	2024-06-13
2023-12-31	$616,218	6,103	+0.3%	Shares	Sole	2024-01-29
2023-09-30	$619,715	6,084	+0.5%	Shares	Sole	2023-11-08
2023-06-30	$611,009	6,055	+0.0%	Shares	Sole	2023-08-02
2023-03-31	$556,784	6,052	+2.8%	Shares	Sole	2023-04-28
2022-12-31	$533,886	5,885	+4.5%	Shares	Sole	2023-02-01
2022-09-30	$428,087	5,632	-5.7%	Shares	Sole	2022-10-28
2022-06-30	$505,065	5,975	+6.0%	Shares	Sole	2022-08-03
2022-03-31	$494,558	5,636	-0.7%	Shares	Sole	2022-05-10
2021-12-31	$496,478	5,676	—	Shares	Sole	2022-02-01
No filing history on record for this holder in this stock.