BKM Wealth Management, LLC

SEC CIK: 0002007263
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

NVS holding history

Novartis AG in every 13F filed by BKM Wealth Management, LLC, 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 (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of NVS by BKM Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−5,625−100.0%	Sold out	Holders
Q2 2024	5,625	$598.8K	0.3%	+328+6.2%	Added	Holders
Q1 2024	5,297	$512.4K	0.2%	+4,732+837.5%	Added	Holders
Q4 2023	565	$57.0K	<0.1%	–	No prior filing	Holders