Novartis shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Novartis
Tip: Access up to 7 years of quarterly data
All positions including Novartis held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Novartis by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 3.1k | 128.24 |
| 2025-06-30 | $351k | 2.9k | 121.01 |
| 2024-12-31 | $701k | 7.2k | 97.31 |
| 2024-09-30 | $828k | 7.2k | 115.02 |
| 2024-06-30 | $767k | 7.2k | 106.46 |
| 2024-03-31 | $716k | 7.4k | 96.73 |
| 2023-12-31 | $757k | 7.5k | 100.97 |