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Nova Wealth Management, Inc.: PFM position timeline

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

Nova Wealth Management, Inc. held 2,258 PFM 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 2,258 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $125,216.

    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 2,258 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $115,366.

    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 2,258 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $116,298.

    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 2,258 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $114,577.

    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 2,258 shares
    Change vs previous 13F -271 shares

    0.08% of the 13F portfolio, value $108,768.

    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 2,529 shares
    Change vs previous 13F -120 shares

    0.1% of the 13F portfolio, value $115,778.

    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 2,649 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $121,483.

    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).