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Nova R Wealth, Inc.: SPY position timeline

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

Nova R Wealth, Inc. held 1,161 SPY 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 1,161 shares
    Change vs previous 13F -4 shares

    0.25% of the 13F portfolio, value $866,844.

    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 1,165 shares
    Change vs previous 13F +5 shares

    0.24% of the 13F portfolio, value $757,368.

    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 1,160 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $791,248.

    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 1,160 shares
    Change vs previous 13F +89 shares

    0.33% of the 13F portfolio, value $772,985.

    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 1,071 shares
    Change vs previous 13F +3 shares

    0.31% of the 13F portfolio, value $661,937.

    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 1,068 shares
    Change vs previous 13F +3 shares

    0.3% of the 13F portfolio, value $597,473.

    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 1,065 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $623,950.

    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 1,061 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $609,006.

    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).