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Ponta Wealth Partners, LLC Current Holdings: Foreign Stocks

Ponta Wealth Partners, LLC current holdings: Foreign Stocks

Ponta Wealth Partners, LLC reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 1 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are NVS.

  • NVS: Country of operation —; Class SPONSORED ADR; Shares 1,861; Value $291,656.

Form 13F-HR as filed (SEC CIK 2107740): quarter ended 2026-06-30, filed 2026-08-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
NVS
NOVARTIS AG
SPONSORED ADR1,861$291,6560.20%2026-06-302026-08-12-7.03%

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