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Nova R Wealth, Inc.: DFSD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nova R Wealth, Inc. on DFSD, newest first. How the timeline and the estimate are built.

Nova R Wealth, Inc. held 406,451 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 406,451 shares
    Change vs previous 13F +17,238 shares

    5.66% of the 13F portfolio, value $19,408,019.

    13F-HR 0001729457-26-000003 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 389,213 shares
    Change vs previous 13F +25,718 shares

    5.95% of the 13F portfolio, value $18,635,501.

    13F-HR 0001729457-26-000002 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 363,495 shares
    Change vs previous 13F +57,916 shares

    6.35% of the 13F portfolio, value $17,429,591.

    13F-HR 0001729457-26-000001 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 305,579 shares
    Change vs previous 13F +168,418 shares

    6.24% of the 13F portfolio, value $14,725,875.

    13F-HR 0001729457-25-000006 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,161 shares
    Change vs previous 13F +5,465 shares

    3.06% of the 13F portfolio, value $6,585,095.

    13F-HR 0001729457-25-000003 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 131,696 shares
    Change vs previous 13F +110,289 shares

    3.1% of the 13F portfolio, value $6,258,194.

    13F-HR 0001729457-25-000002 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,407 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,003,573.

    13F-HR 0001729457-25-000001 filed by Nova R Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).