Elser Financial Planning, Inc

Position in NVS — Novartis AG

CIK 2028202 INDIANAPOLIS, IN

Position in NVS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,407,032

+$35,643 QoQ

Shares Held

8,978

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#521

of 1,603 holders

Holding Since

Jun 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Elser Financial Planning, Inc holds $27,309,682 across 5 Drug Manufacturers - General names. NVS ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	19,007	$22,797,567
2	JNJ	Johnson & Johnson	8,544	$2,169,919
3	NVS	Novartis AG This page	8,978	$1,407,032
4	ABBV	AbbVie Inc.	2,696	$678,421
5	MRK	Merck & Co., Inc.	1,998	$256,743

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,407,032	8,978	0.0%	Shares	Sole	2026-07-14
2026-03-31	$1,371,389	8,978	0.0%	Shares	Sole	2026-04-16
2024-12-31	$873,649	8,978	+2.6%	Shares	Sole	2025-01-29
2024-06-30	$931,631	8,751	—	Shares	Sole	2024-07-23
No filing history on record for this holder in this stock.