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

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

Novak & Powell Financial Services, Inc. held 13,126 IJJ 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 13,126 shares
    Change vs previous 13F +245 shares

    0.91% of the 13F portfolio, value $1,939,032.

    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 12,881 shares
    Change vs previous 13F -240 shares

    0.92% of the 13F portfolio, value $1,706,783.

    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 13,121 shares
    Change vs previous 13F -308 shares

    0.9% of the 13F portfolio, value $1,726,638.

    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 13,429 shares
    Change vs previous 13F +7,624 shares

    0.92% of the 13F portfolio, value $1,741,964.

    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 5,805 shares
    Change vs previous 13F -7,352 shares

    0.5% of the 13F portfolio, value $717,387.

    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 13,157 shares
    Change vs previous 13F -1,564 shares

    0.98% of the 13F portfolio, value $1,575,229.

    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 14,721 shares
    Change vs previous 13F -59 shares

    1.1% of the 13F portfolio, value $1,839,577.

    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 14,780 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,827,134.

    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).