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Valtinson Bruner Financial Planning LLC: NOVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valtinson Bruner Financial Planning LLC on NOVZ, newest first. How the timeline and the estimate are built.

Valtinson Bruner Financial Planning LLC held 68,693 NOVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,693 shares
    Change vs previous 13F +1,091 shares

    0.81% of the 13F portfolio, value $3,231,703.

    13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning 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 67,602 shares
    Change vs previous 13F -1,759 shares

    0.79% of the 13F portfolio, value $2,866,263.

    13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning 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 69,361 shares
    Change vs previous 13F -1,858 shares

    0.88% of the 13F portfolio, value $3,041,756.

    13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning 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 71,219 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,176,987.

    13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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