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

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

Novak & Powell Financial Services, Inc. held 5,402 MO 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 5,402 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $388,665.

    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 5,399 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $356,309.

    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 5,382 shares
    Change vs previous 13F +14 shares

    0.16% of the 13F portfolio, value $310,340.

    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 5,368 shares
    Change vs previous 13F +516 shares

    0.19% of the 13F portfolio, value $354,594.

    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 4,852 shares
    Change vs previous 13F -256 shares

    0.2% of the 13F portfolio, value $284,476.

    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 5,108 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $306,580.

    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 5,091 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $266,215.

    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 5,074 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $258,988.

    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).