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BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

NVS holding history

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

NVS overviewAll 13F holders of NVSFull Q2 2026 holdings

Shares (Q2 2026)
739
Value
$115.8K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of NVS by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026739$115.8K<0.1%+39+5.6%AddedHolders
Q1 2026700$106.9K<0.1%−50−6.7%ReducedHolders
Q4 2025750$103.4K<0.1%+55+7.9%AddedHolders
Q3 2025695$89.1K<0.1%+9+1.3%AddedHolders
Q2 2025686$83.0K<0.1%+3+0.4%AddedHolders
Q1 2025683$76.1K<0.1%+13+1.9%AddedHolders
Q4 2024670$65.2K<0.1%−330−33.0%ReducedHolders
Q3 20241,000$115.0K<0.1%−12−1.2%ReducedHolders
Q2 20241,012$107.7K<0.1%+10+1.0%AddedHolders
Q1 20241,002$96.9K<0.1%+40+4.2%AddedHolders
Q4 2023962$97.1K<0.1%+962NewHolders
Q1 20220$00.0%−2,885−100.0%Sold outHolders
Q4 20212,885$252.0K<0.1%−1,055−26.8%ReducedHolders
Q3 20213,940$322.0K<0.1%+3,940NewHolders
Q2 20210$00.0%−4,930−100.0%Sold outHolders
Q1 20214,930$421.0K0.1%––Holders

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