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

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

Novak & Powell Financial Services, Inc. held 159,980 VUG 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 159,980 shares
    Change vs previous 13F +134,149 shares

    6.5% of the 13F portfolio, value $13,780,704.

    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 25,831 shares
    Change vs previous 13F -314 shares

    6.08% of the 13F portfolio, value $11,282,635.

    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 26,145 shares
    Change vs previous 13F -563 shares

    6.65% of the 13F portfolio, value $12,755,040.

    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 26,708 shares
    Change vs previous 13F +6,206 shares

    6.74% of the 13F portfolio, value $12,809,273.

    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 20,502 shares
    Change vs previous 13F -5,914 shares

    6.24% of the 13F portfolio, value $8,988,255.

    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 26,416 shares
    Change vs previous 13F -687 shares

    6.09% of the 13F portfolio, value $9,795,731.

    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 27,103 shares
    Change vs previous 13F -1,847 shares

    6.62% of the 13F portfolio, value $11,124,304.

    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 28,950 shares
    Change vs previous 13F not available

    6.44% of the 13F portfolio, value $11,114,663.

    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).