Beacon Financial Group

SEC CIK: 0001591379
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

NVS holding history

Novartis AG in every 13F filed by Beacon Financial Group, 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): 20,231
Value: $3.17M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of NVS by Beacon Financial Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,231	$3.17M	0.3%	−267−1.3%	Reduced	Holders
Q1 2026	20,498	$3.13M	0.3%	+245+1.2%	Added	Holders
Q4 2025	20,253	$2.79M	0.3%	−196−1.0%	Reduced	Holders
Q3 2025	20,449	$2.62M	0.3%	−115−0.6%	Reduced	Holders
Q2 2025	20,564	$2.49M	0.3%	−84−0.4%	Reduced	Holders
Q1 2025	20,648	$2.30M	0.3%	−982−4.5%	Reduced	Holders
Q4 2024	21,630	$2.10M	0.2%	−219−1.0%	Reduced	Holders
Q3 2024	21,849	$2.51M	0.3%	−771−3.4%	Reduced	Holders
Q2 2024	22,620	$2.41M	0.3%	−167−0.7%	Reduced	Holders
Q1 2024	22,787	$2.20M	0.3%	−1,204−5.0%	Reduced	Holders
Q4 2023	23,991	$2.42M	0.3%	+763+3.3%	Added	Holders
Q3 2023	23,228	$2.33M	0.3%	−4,865−17.3%	Reduced	Holders
Q2 2023	28,093	$2.79M	0.4%	−1,241−4.2%	Reduced	Holders
Q1 2023	29,334	$2.81M	0.4%	−3,942−11.8%	Reduced	Holders
Q4 2022	33,276	$3.03M	0.4%	+355+1.1%	Added	Holders
Q3 2022	32,921	$2.53M	0.4%	+1,391+4.4%	Added	Holders
Q2 2022	31,530	$2.65M	0.4%	−249−0.8%	Reduced	Holders
Q1 2022	31,779	$2.81M	0.4%	+1,466+4.8%	Added	Holders
Q4 2021	30,313	$2.66M	0.3%	+262+0.9%	Added	Holders
Q3 2021	30,051	$2.49M	0.3%	+781+2.7%	Added	Holders
Q2 2021	29,270	$2.64M	0.4%	+2,228+8.2%	Added	Holders
Q1 2021	27,042	$2.56M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.