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Nova Wealth Management, Inc.: XLE position timeline

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

Nova Wealth Management, Inc. held 1,239 XLE 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 1,239 shares
    Change vs previous 13F -903 shares

    0.04% of the 13F portfolio, value $65,824.

    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 2,142 shares
    Change vs previous 13F +394 shares

    0.09% of the 13F portfolio, value $131,243.

    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 1,748 shares
    Change vs previous 13F +898 shares

    0.05% of the 13F portfolio, value $78,171.

    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 850 shares
    Change vs previous 13F -179 shares

    0.05% of the 13F portfolio, value $75,974.

    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 1,029 shares
    Change vs previous 13F -2,386 shares

    0.06% of the 13F portfolio, value $87,303.

    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 3,415 shares
    Change vs previous 13F -3,274 shares

    0.28% of the 13F portfolio, value $319,001.

    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 6,689 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $572,939.

    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).