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

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

Novak & Powell Financial Services, Inc. held 21,206 IJR 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 21,206 shares
    Change vs previous 13F +782 shares

    1.48% of the 13F portfolio, value $3,145,052.

    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 20,424 shares
    Change vs previous 13F +54 shares

    1.37% of the 13F portfolio, value $2,538,969.

    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 20,370 shares
    Change vs previous 13F +59 shares

    1.28% of the 13F portfolio, value $2,448,056.

    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 20,311 shares
    Change vs previous 13F +5,586 shares

    1.27% of the 13F portfolio, value $2,413,613.

    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 14,725 shares
    Change vs previous 13F -5,124 shares

    1.12% of the 13F portfolio, value $1,609,287.

    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 19,849 shares
    Change vs previous 13F -1,529 shares

    1.29% of the 13F portfolio, value $2,075,593.

    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 21,378 shares
    Change vs previous 13F +70 shares

    1.47% of the 13F portfolio, value $2,463,149.

    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 21,308 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,492,173.

    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).