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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

NVS holding history

Novartis AG in every 13F filed by Ethos Financial Group, 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)
2,892
Value
$459.3K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of NVS by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,892$459.3K<0.1%−94−3.1%ReducedHolders
Q1 20262,986$456.1K<0.1%+636+27.1%AddedHolders
Q4 20252,350$324.0K<0.1%−846−26.5%ReducedHolders
Q3 20253,196$409.9K<0.1%00.0%UnchangedHolders
Q2 20253,196$386.7K<0.1%+3,196NewHolders