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Novak & Powell Financial Services, Inc.: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Novak & Powell Financial Services, Inc. on DIA, newest first. How the timeline and the estimate are built.

Novak & Powell Financial Services, Inc. held 7,670 DIA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,670 shares
    Change vs previous 13F -281 shares

    1.89% of the 13F portfolio, value $4,006,814.

    13F-HR 0002011548-26-000003 filed by Novak & Powell Financial Services, Inc.
    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 7,951 shares
    Change vs previous 13F +28 shares

    1.98% of the 13F portfolio, value $3,682,817.

    13F-HR 0002011548-26-000002 filed by Novak & Powell Financial Services, Inc.
    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 7,923 shares
    Change vs previous 13F +31 shares

    1.99% of the 13F portfolio, value $3,807,766.

    13F-HR 0002011548-26-000001 filed by Novak & Powell Financial Services, Inc.
    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 7,892 shares
    Change vs previous 13F -112 shares

    1.92% of the 13F portfolio, value $3,659,720.

    13F-HR 0002011548-25-000005 filed by Novak & Powell Financial Services, Inc.
    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 8,004 shares
    Change vs previous 13F +4 shares

    2.45% of the 13F portfolio, value $3,526,825.

    13F-HR 0002011548-25-000003 filed by Novak & Powell Financial Services, Inc.
    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 8,000 shares
    Change vs previous 13F +77 shares

    2.09% of the 13F portfolio, value $3,359,240.

    13F-HR 0002011548-25-000002 filed by Novak & Powell Financial Services, Inc.
    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 7,923 shares
    Change vs previous 13F -544 shares

    2.01% of the 13F portfolio, value $3,371,156.

    13F-HR 0002011548-25-000001 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,467 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $3,582,697.

    13F-HR 0002011548-24-000005 filed by Novak & Powell Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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