Novak & Powell Financial Services, Inc.
Holdings in CMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $106,581 | 30,365 | Shares | Sole | 2026-02-10 |
| 2025-06-30 | $98,235 | 29,500 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $101,531 | 29,092 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $101,154 | 28,737 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $104,183 | 28,388 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $96,194 | 28,045 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $92,254 | 27,704 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $90,664 | 27,391 | Shares | Sole | 2024-02-21 |