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

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

Novak & Powell Financial Services, Inc. held 14,278 VCSH 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 14,278 shares
    Change vs previous 13F -19,954 shares

    0.53% of the 13F portfolio, value $1,128,412.

    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 34,232 shares
    Change vs previous 13F -527 shares

    1.46% of the 13F portfolio, value $2,713,576.

    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 34,759 shares
    Change vs previous 13F -403 shares

    1.45% of the 13F portfolio, value $2,771,307.

    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 35,162 shares
    Change vs previous 13F +22,268 shares

    1.48% of the 13F portfolio, value $2,810,477.

    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 12,894 shares
    Change vs previous 13F -21,119 shares

    0.71% of the 13F portfolio, value $1,025,076.

    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 34,013 shares
    Change vs previous 13F -4,837 shares

    1.67% of the 13F portfolio, value $2,684,989.

    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 38,850 shares
    Change vs previous 13F -2,539 shares

    1.8% of the 13F portfolio, value $3,030,654.

    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 41,389 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,287,082.

    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).