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Nova Wealth Management, Inc.: IWY position timeline

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

Nova Wealth Management, Inc. held 16,098 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,098 shares
    Change vs previous 13F -891 shares

    2.58% of the 13F portfolio, value $4,678,327.

    13F-HR 0001376474-26-000479 filed by Nova Wealth Management, 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 16,989 shares
    Change vs previous 13F -1,451 shares

    2.75% of the 13F portfolio, value $4,227,426.

    13F-HR 0001376474-26-000287 filed by Nova Wealth Management, 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 18,440 shares
    Change vs previous 13F -310 shares

    3.5% of the 13F portfolio, value $5,106,871.

    13F-HR 0001376474-26-000042 filed by Nova Wealth Management, 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 18,750 shares
    Change vs previous 13F -2,322 shares

    3.61% of the 13F portfolio, value $5,130,974.

    13F-HR 0001376474-25-000837 filed by Nova Wealth Management, 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 21,072 shares
    Change vs previous 13F +1,088 shares

    3.81% of the 13F portfolio, value $5,194,491.

    13F-HR 0001376474-25-000581 filed by Nova Wealth Management, 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/A 19,984 shares
    Change vs previous 13F +1,021 shares

    3.64% of the 13F portfolio, value $4,215,453.

    13F-HR/A 0001376474-25-000502 filed by Nova Wealth Management, 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 18,963 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $4,461,357.

    13F-HR 0001376474-25-000501 filed by Nova Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).