Skip to main content

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

NVS holding history

Novartis AG in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
1,549
Value
$239.5K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of NVS by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,549$239.5K0.1%00.0%UnchangedHolders
Q1 20261,549$224.9K0.2%+1,549NewHolders