Skip to content

Nova R Wealth, Inc.: IWF position timeline

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

Nova R Wealth, Inc. held 10,086 IWF 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 10,086 shares
    Change vs previous 13F +7,565 shares

    0.37% of the 13F portfolio, value $1,252,406.

    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 2,521 shares
    Change vs previous 13F -252 shares

    0.34% of the 13F portfolio, value $1,074,946.

    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 2,773 shares
    Change vs previous 13F +3 shares

    0.48% of the 13F portfolio, value $1,312,359.

    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 2,770 shares
    Change vs previous 13F -78 shares

    0.55% of the 13F portfolio, value $1,297,640.

    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 2,848 shares
    Change vs previous 13F -962 shares

    0.56% of the 13F portfolio, value $1,209,224.

    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 3,810 shares
    Change vs previous 13F -9 shares

    0.68% of the 13F portfolio, value $1,375,621.

    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 3,819 shares
    Change vs previous 13F +4 shares

    0.77% of the 13F portfolio, value $1,533,634.

    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 3,815 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,432,243.

    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).