Historical shareholding details of Circle Wealth Management, LLC holdings in Novartis AG - ADR (NVS)

Monthly changes of Circle Wealth Management, LLC shareholding in Novartis AG - ADR over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Jun 30, 2025	Circle Wealth Management, Llc	4,866	0.00%

Mar 31, 2025	Circle Wealth Management, Llc	5,119	0.00%

Dec 31, 2024	Circle Wealth Management, Llc	5,119	0.00%

Sep 30, 2024	Circle Wealth Management, Llc	4,825	0.00%

Jun 30, 2024	Circle Wealth Management, Llc	5,230	0.00%

Mar 31, 2024	Circle Wealth Management, Llc	5,230	0.00%

Dec 31, 2023	Circle Wealth Management, Llc	4,893	0.00%

Sep 30, 2023	Circle Wealth Management, Llc	4,956	0.00%

Jun 30, 2023	Circle Wealth Management, Llc	4,381	0.00%

Mar 31, 2023	Circle Wealth Management, Llc	4,381	0.00%