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

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

Novak & Powell Financial Services, Inc. held 14,325 VFH 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 14,325 shares
    Change vs previous 13F +375 shares

    0.89% of the 13F portfolio, value $1,885,170.

    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 13,950 shares
    Change vs previous 13F -379 shares

    0.91% of the 13F portfolio, value $1,685,300.

    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 14,329 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,912,778.

    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 14,329 shares
    Change vs previous 13F +10,459 shares

    0.99% of the 13F portfolio, value $1,880,538.

    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 3,870 shares
    Change vs previous 13F -10,091 shares

    0.34% of the 13F portfolio, value $492,651.

    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 13,961 shares
    Change vs previous 13F +9,614 shares

    1.04% of the 13F portfolio, value $1,667,921.

    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 4,347 shares
    Change vs previous 13F -10,584 shares

    0.31% of the 13F portfolio, value $513,250.

    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 14,931 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,641,066.

    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).