BIP Wealth, LLC

SEC CIK: 0001590214
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

NVS holding history

Novartis AG in every 13F filed by BIP Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NVS overview All 13F holders of NVS Full Q2 2026 holdings

Shares (Q2 2026): 2,929
Value: $459.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of NVS by BIP Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,929	$459.0K	<0.1%	+915+45.4%	Added	Holders
Q1 2026	2,014	$307.6K	<0.1%	−166−7.6%	Reduced	Holders
Q4 2025	2,180	$300.6K	<0.1%	−34−1.5%	Reduced	Holders
Q3 2025	2,214	$283.9K	<0.1%	+2,214	New	Holders