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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → NVSEF
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC NVSEF Position History
Novartis AG
Quarters held
5
Latest value
$7.2M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q4 2025 | $6.8M |
| Q1 2026 | $7.6M |
| Q2 2026 | $7.9M |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 50.5K | — | — |
| Q2 2026 | $7.9M | 50.1K | — | — |
| Q1 2026 | $7.6M | 50.0K | — | — |
| Q4 2025 | $6.8M | 49.6K | — | — |
| Q3 2025 | $6.4M | 49.8K | — | — |
Other funds holding NVSEF
$1.9B
$1.7B
$1.7B
$1.4B
$1.4B
$1.3B