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NovaPoint Capital, LLC: IBDX position timeline

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

NovaPoint Capital, LLC held 54,642 IBDX 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 54,642 shares
    Change vs previous 13F +2,388 shares

    0.29% of the 13F portfolio, value $1,376,425.

    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 52,254 shares
    Change vs previous 13F +922 shares

    0.33% of the 13F portfolio, value $1,320,454.

    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 51,332 shares
    Change vs previous 13F +5,515 shares

    0.34% of the 13F portfolio, value $1,310,495.

    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 45,817 shares
    Change vs previous 13F +3,981 shares

    0.29% of the 13F portfolio, value $1,173,833.

    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 41,836 shares
    Change vs previous 13F +370 shares

    0.32% of the 13F portfolio, value $1,057,827.

    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 41,466 shares
    Change vs previous 13F +1,867 shares

    0.32% of the 13F portfolio, value $1,036,239.

    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 39,599 shares
    Change vs previous 13F +1,971 shares

    0.3% of the 13F portfolio, value $973,339.

    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 37,628 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $967,424.

    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).