Current Market Value 215,095,278
Current Holdings 82
Most Recent File Date 2025-07-17
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Nova R Wealth, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 82 215,095
2025-04-23 2025-03-31 13F-HR 77 201,899
2025-01-30 2024-12-31 13F-HR 81 198,362
2024-10-15 2024-09-30 13F-HR 81 203,090
2024-07-18 2024-06-30 13F-HR 82 193,987
2024-04-12 2024-03-31 13F-HR 81 191,532
2024-01-19 2023-12-31 13F-HR 63 158,776
2023-10-19 2023-09-30 13F-HR 56 144,863
2023-07-27 2023-06-30 13F-HR 64 149,256
2023-04-17 2023-03-31 13F-HR 72 147,859
2023-01-31 2022-12-31 13F-HR 74 136,575
2022-10-25 2022-09-30 13F-HR 68 122,753
2022-07-15 2022-06-30 13F-HR 73 121,565
2022-05-10 2022-03-31 13F-HR 73 117,066
2022-01-27 2021-12-31 13F-HR 79 123,657