Southland Equity Partners LLC

Position in NVS — Novartis AG

CIK 2006517 WILDWOOD, MO

Position in NVS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$596,633

+$33,750 QoQ

Shares Held

3,807

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#815

of 1,603 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Southland Equity Partners LLC holds $15,588,502 across 9 Drug Manufacturers - General names. NVS ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	28,242	$7,106,816
2	JNJ	Johnson & Johnson	20,549	$5,218,829
3	LLY	ELI LILLY & Co	693	$831,205
4	NVS	Novartis AG This page	3,807	$596,633
5	AMGN	Amgen Inc	1,418	$513,486
6	GILD	Gilead Sciences, Inc.	3,452	$436,125
7	NVO	Novo Nordisk A S	7,811	$374,459
8	MRK	Merck & Co., Inc.	2,154	$276,789

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,633	3,807	+3.3%	Shares	Sole	2026-07-13
2026-03-31	$562,883	3,685	+7.2%	Shares	Sole	2026-04-14
2025-12-31	$473,721	3,436	+0.6%	Shares	Sole	2026-01-14
2025-09-30	$438,067	3,416	+1.1%	Shares	Sole	2025-10-15
2025-06-30	$409,013	3,380	-1.6%	Shares	Sole	2025-07-14
2025-03-31	$382,822	3,434	+1.6%	Shares	Sole	2025-04-16
2024-12-31	$328,907	3,380	+12.7%	Shares	Sole	2025-01-21
2024-09-30	$344,944	2,999	+7.8%	Shares	Sole	2024-10-15
2024-06-30	$296,065	2,781	-7.2%	Shares	Sole	2024-07-12
2024-03-31	$289,996	2,998	+1.1%	Shares	Sole	2024-04-12
2023-12-31	$299,477	2,966	+0.7%	Shares	Sole	2024-01-09
2023-09-30	$299,875	2,944	+3.4%	Shares	Sole	2024-01-02
2023-06-30	$287,189	2,846	+5.6%	Shares	Sole	2024-01-02
2023-03-31	$247,848	2,694	+2.1%	Shares	Sole	2024-01-02
2022-12-31	$239,319	2,638	+10.3%	Shares	Sole	2024-01-02
2022-06-30	$202,111	2,391	+2.3%	Shares	Sole	2024-01-02
2021-12-31	$204,504	2,338	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.