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Disclosery

PW Nova Financial Services LLC: XLU position timeline

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

PW Nova Financial Services LLC held 44,726 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,726 shares
    Change vs previous 13F -331 shares

    0.43% of the 13F portfolio, value $2,027,876.

    13F-HR 0002085853-26-000904 filed by PW Nova Financial Services 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 45,057 shares
    Change vs previous 13F +23,890 shares

    0.52% of the 13F portfolio, value $2,067,670.

    13F-HR 0002085853-26-000382 filed by PW Nova Financial Services LLC
    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 21,167 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $914,000.

    13F-HR 0002085853-26-000327 filed by PW Nova Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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