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

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

Novak & Powell Financial Services, Inc. held 21,825 VCIT 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 21,825 shares
    Change vs previous 13F +1,710 shares

    0.85% of the 13F portfolio, value $1,803,873.

    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 20,115 shares
    Change vs previous 13F +587 shares

    0.9% of the 13F portfolio, value $1,664,538.

    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 19,528 shares
    Change vs previous 13F +849 shares

    0.85% of the 13F portfolio, value $1,635,462.

    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 18,679 shares
    Change vs previous 13F +7,891 shares

    0.83% of the 13F portfolio, value $1,571,050.

    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 10,788 shares
    Change vs previous 13F -7,550 shares

    0.62% of the 13F portfolio, value $894,551.

    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 18,338 shares
    Change vs previous 13F -2,505 shares

    0.93% of the 13F portfolio, value $1,499,306.

    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 20,843 shares
    Change vs previous 13F +8,816 shares

    1% of the 13F portfolio, value $1,673,074.

    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 12,027 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,007,291.

    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).