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NovaPoint Capital, LLC: IBDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NovaPoint Capital, LLC on IBDW, newest first. How the timeline and the estimate are built.

NovaPoint Capital, LLC held 66,724 IBDW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,724 shares
    Change vs previous 13F +1,540 shares

    0.29% of the 13F portfolio, value $1,390,524.

    13F-HR 0001815025-26-000003 filed by NovaPoint Capital, LLC
    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 65,184 shares
    Change vs previous 13F +879 shares

    0.34% of the 13F portfolio, value $1,364,311.

    13F-HR 0001815025-26-000002 filed by NovaPoint Capital, LLC
    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 64,305 shares
    Change vs previous 13F +6,840 shares

    0.35% of the 13F portfolio, value $1,360,051.

    13F-HR 0001815025-26-000001 filed by NovaPoint Capital, LLC
    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 57,465 shares
    Change vs previous 13F +4,995 shares

    0.3% of the 13F portfolio, value $1,219,407.

    13F-HR 0001815025-25-000006 filed by NovaPoint Capital, LLC
    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 52,470 shares
    Change vs previous 13F +532 shares

    0.34% of the 13F portfolio, value $1,103,963.

    13F-HR 0001815025-25-000004 filed by NovaPoint Capital, LLC
    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 51,938 shares
    Change vs previous 13F +933 shares

    0.33% of the 13F portfolio, value $1,077,721.

    13F-HR 0001815025-25-000003 filed by NovaPoint Capital, LLC
    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 51,005 shares
    Change vs previous 13F +2,229 shares

    0.32% of the 13F portfolio, value $1,037,948.

    13F-HR 0001815025-25-000001 filed by NovaPoint Capital, LLC
    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 48,776 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,035,022.

    13F-HR 0001815025-24-000005 filed by NovaPoint Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).