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

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

Novak & Powell Financial Services, Inc. held 19,712 VEU 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 19,712 shares
    Change vs previous 13F +124 shares

    0.78% of the 13F portfolio, value $1,650,910.

    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 19,588 shares
    Change vs previous 13F +28 shares

    0.79% of the 13F portfolio, value $1,471,080.

    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 19,560 shares
    Change vs previous 13F +4,256 shares

    0.75% of the 13F portfolio, value $1,438,861.

    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 15,304 shares
    Change vs previous 13F -638 shares

    0.57% of the 13F portfolio, value $1,092,245.

    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 15,942 shares
    Change vs previous 13F +1,413 shares

    0.74% of the 13F portfolio, value $1,071,611.

    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 14,529 shares
    Change vs previous 13F +413 shares

    0.55% of the 13F portfolio, value $881,310.

    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 14,116 shares
    Change vs previous 13F -649 shares

    0.48% of the 13F portfolio, value $810,426.

    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 14,765 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $930,191.

    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).