Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BLACKROCK HEALTH SCIENCES TR | 8 | Q3 2023 | 20.7% |
ISHARES TR | 8 | Q3 2023 | 11.6% |
INTUITIVE SURGICAL INC | 8 | Q3 2023 | 10.0% |
ISHARES TR | 8 | Q3 2023 | 5.7% |
APPLE INC | 8 | Q3 2023 | 5.4% |
ISHARES TR | 8 | Q3 2023 | 4.8% |
ISHARES TR | 8 | Q3 2023 | 4.1% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 3.4% |
AMGEN INC | 8 | Q3 2023 | 2.6% |
ISHARES TR | 8 | Q3 2023 | 6.6% |
View Nova R Wealth, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
BlackRock Health Sciences Trust | February 05, 2020 | 582,784 | 5.4% |
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | February 06, 2018 | 78,488,356 | 5.5% |
View Nova R Wealth, Inc.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-17 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-15 |
13F-HR | 2022-05-10 |
13F-HR | 2022-01-27 |
View Nova R Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.