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

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

Novak & Powell Financial Services, Inc. held 28,465 VV 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 28,465 shares
    Change vs previous 13F -172 shares

    4.61% of the 13F portfolio, value $9,789,270.

    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 28,637 shares
    Change vs previous 13F -4 shares

    4.61% of the 13F portfolio, value $8,558,279.

    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 28,641 shares
    Change vs previous 13F -560 shares

    4.7% of the 13F portfolio, value $9,016,222.

    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 29,201 shares
    Change vs previous 13F +532 shares

    4.73% of the 13F portfolio, value $8,989,709.

    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 28,669 shares
    Change vs previous 13F -1,233 shares

    5.67% of the 13F portfolio, value $8,179,374.

    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 29,902 shares
    Change vs previous 13F +432 shares

    4.78% of the 13F portfolio, value $7,685,809.

    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 29,470 shares
    Change vs previous 13F +498 shares

    4.96% of the 13F portfolio, value $8,337,143.

    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 28,972 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $7,627,918.

    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).