Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

NVS holding history

Novartis AG in every 13F filed by Symphony Financial, Ltd. Co., 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): 1,325
Value: $208.6K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2021

Holdings of NVS by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,325	$208.6K	<0.1%	+1,325	New	Holders
Q3 2021	0	$0	0.0%	−4,198−100.0%	Sold out	Holders
Q2 2021	4,198	$383.0K	0.1%	+4,198	New	Holders