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Nova Wealth Management, Inc.: UTES position timeline

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

Nova Wealth Management, Inc. held 9,699 UTES 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 9,699 shares
    Change vs previous 13F +156 shares

    0.44% of the 13F portfolio, value $792,805.

    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 9,543 shares
    Change vs previous 13F +1,541 shares

    0.5% of the 13F portfolio, value $762,495.

    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 8,002 shares
    Change vs previous 13F +357 shares

    0.43% of the 13F portfolio, value $631,767.

    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 7,645 shares
    Change vs previous 13F +60 shares

    0.45% of the 13F portfolio, value $637,908.

    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 7,585 shares
    Change vs previous 13F +49 shares

    0.42% of the 13F portfolio, value $573,435.

    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 7,536 shares
    Change vs previous 13F -156 shares

    0.42% of the 13F portfolio, value $486,833.

    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 7,692 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $490,375.

    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).