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Disclosery

NOVUS ADVISORS, LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NOVUS ADVISORS, LLC on IYW, newest first. How the timeline and the estimate are built.

NOVUS ADVISORS, LLC held 936 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 936 shares
    Change vs previous 13F +936 shares

    0.49% of the 13F portfolio, value $236,087.

    13F-HR 0001754960-26-000641 filed by NOVUS ADVISORS, LLC
    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 0 shares
    Change vs previous 13F -1,017 shares

    13F-HR 0001754960-26-000339 filed by NOVUS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,017 shares
    Change vs previous 13F -99 shares

    0.45% of the 13F portfolio, value $203,075.

    13F-HR 0001754960-26-000171 filed by NOVUS ADVISORS, LLC
    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 1,116 shares
    Change vs previous 13F -325 shares

    0.5% of the 13F portfolio, value $218,580.

    13F-HR 0001754960-25-000786 filed by NOVUS ADVISORS, LLC
    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 1,441 shares
    Change vs previous 13F -68 shares

    0.38% of the 13F portfolio, value $249,682.

    13F-HR 0001754960-25-000608 filed by NOVUS ADVISORS, LLC
    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 1,509 shares
    Change vs previous 13F +54 shares

    0.21% of the 13F portfolio, value $211,924.

    13F-HR 0001754960-25-000286 filed by NOVUS ADVISORS, LLC
    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 1,455 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $232,102.

    13F-HR 0001754960-25-000106 filed by NOVUS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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