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Nova R Wealth, Inc.: IVV position timeline

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

Nova R Wealth, Inc. held 36,391 IVV 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 36,391 shares
    Change vs previous 13F -367 shares

    7.95% of the 13F portfolio, value $27,252,860.

    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 36,758 shares
    Change vs previous 13F -419 shares

    7.66% of the 13F portfolio, value $24,010,664.

    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 37,177 shares
    Change vs previous 13F -3,002 shares

    9.28% of the 13F portfolio, value $25,463,930.

    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 40,179 shares
    Change vs previous 13F -70 shares

    11.4% of the 13F portfolio, value $26,891,820.

    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 40,249 shares
    Change vs previous 13F +1,122 shares

    11.62% of the 13F portfolio, value $24,990,855.

    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 39,127 shares
    Change vs previous 13F +40 shares

    10.89% of the 13F portfolio, value $21,985,477.

    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 39,087 shares
    Change vs previous 13F -1,075 shares

    11.6% of the 13F portfolio, value $23,009,719.

    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).

  8. period ended2024-09-30
    13F 40,162 shares
    Change vs previous 13F not available

    11.41% of the 13F portfolio, value $23,166,326.

    13F-HR 0001729457-24-000002 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).