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

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

Novak & Powell Financial Services, Inc. held 10,546 FDN 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 10,546 shares
    Change vs previous 13F -135 shares

    1.32% of the 13F portfolio, value $2,791,737.

    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 10,681 shares
    Change vs previous 13F -642 shares

    1.35% of the 13F portfolio, value $2,499,674.

    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 11,323 shares
    Change vs previous 13F +40 shares

    1.59% of the 13F portfolio, value $3,047,925.

    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 11,283 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $3,157,435.

    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 11,283 shares
    Change vs previous 13F -20 shares

    2.11% of the 13F portfolio, value $3,038,850.

    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 11,303 shares
    Change vs previous 13F -50 shares

    1.56% of the 13F portfolio, value $2,510,961.

    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 11,353 shares
    Change vs previous 13F +84 shares

    1.64% of the 13F portfolio, value $2,760,709.

    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 11,269 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $2,387,112.

    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).