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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

NVS holding history

Novartis AG in every 13F filed by Wealth Dimensions Group, Ltd., 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)
2,204
Value
$345.4K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of NVS by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,204$345.4K0.1%00.0%UnchangedHolders
Q1 20262,204$336.7K0.1%+2+0.1%AddedHolders
Q4 20252,202$303.6K0.1%−38−1.7%ReducedHolders
Q3 20252,240$287.2K0.1%00.0%UnchangedHolders
Q2 20252,240$271.0K0.1%+2+0.1%AddedHolders
Q1 20252,238$249.5K0.1%00.0%UnchangedHolders
Q4 20242,238$217.8K0.1%+7+0.3%AddedHolders
Q3 20242,231$256.6K0.1%+69+3.2%AddedHolders
Q2 20242,162$230.2K0.1%−25−1.1%ReducedHolders
Q1 20242,187$211.5K0.1%00.0%UnchangedHolders
Q4 20232,187$220.8K0.1%−120−5.2%ReducedHolders
Q3 20232,307$235.0K0.1%+45+2.0%AddedHolders
Q2 20232,262$228.3K0.1%−19−0.8%ReducedHolders
Q1 20232,281$209.9K0.1%00.0%UnchangedHolders
Q4 20222,281$206.9K0.1%+2,281NewHolders