Skip to content
Disclosery

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

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

Novak & Powell Financial Services, Inc. held 12,700 VGK 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 12,700 shares
    Change vs previous 13F +214 shares

    0.53% of the 13F portfolio, value $1,124,423.

    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 12,486 shares
    Change vs previous 13F -175 shares

    0.55% of the 13F portfolio, value $1,029,253.

    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 12,661 shares
    Change vs previous 13F -157 shares

    0.55% of the 13F portfolio, value $1,058,612.

    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 12,818 shares
    Change vs previous 13F +6,156 shares

    0.54% of the 13F portfolio, value $1,022,864.

    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 6,662 shares
    Change vs previous 13F -5,958 shares

    0.36% of the 13F portfolio, value $516,316.

    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 12,620 shares
    Change vs previous 13F -2,747 shares

    0.55% of the 13F portfolio, value $886,043.

    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 15,367 shares
    Change vs previous 13F -36 shares

    0.58% of the 13F portfolio, value $975,361.

    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 15,403 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,095,163.

    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).