PW Nova Financial Services LLC: XLE position timeline

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

PW Nova Financial Services LLC held 4,617 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 4,617 shares
Change vs previous 13F -101 shares
0.05% of the 13F portfolio, value $245,187.
13F-HR 0002085853-26-000904 filed by PW Nova Financial Services LLC
Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,718 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $289,019.
13F-HR 0002085853-26-000382 filed by PW Nova Financial Services LLC
Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).