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Nova R Wealth, Inc.: VTI position timeline

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

Nova R Wealth, Inc. held 59,634 VTI 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 59,634 shares
    Change vs previous 13F +2,723 shares

    6.44% of the 13F portfolio, value $22,066,989.

    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 56,911 shares
    Change vs previous 13F +52,023 shares

    5.83% of the 13F portfolio, value $18,257,523.

    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 4,888 shares
    Change vs previous 13F +2,782 shares

    0.6% of the 13F portfolio, value $1,638,831.

    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 2,106 shares
    Change vs previous 13F +57 shares

    0.29% of the 13F portfolio, value $691,092.

    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 2,049 shares
    Change vs previous 13F +27 shares

    0.29% of the 13F portfolio, value $622,851.

    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 2,022 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $555,808.

    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 2,009 shares
    Change vs previous 13F +141 shares

    0.29% of the 13F portfolio, value $582,360.

    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 1,868 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $528,917.

    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).