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
- period ended2026-06-3013F 406,451 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 389,213 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 363,495 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 305,579 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 137,161 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 131,696 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,407 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).