Position in NVS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,639
+$33,771 QoQ
Shares Held
1,427
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,267
of 1,603 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $3,898,189 across 6 Drug Manufacturers - General names. NVS ranks #6 (5.7% of the industry book) .
All Filings in NVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,639 | 1,427 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $189,868 | 1,243 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $70,064 | 579 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||