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Williams & Novak Wealth Management, LLC: ACH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams & Novak Wealth Management, LLC on ACH, newest first. How the timeline and the estimate are built.

Williams & Novak Wealth Management, LLC held 112,440 ACH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 112,440 shares
    Change vs previous 13F +74,240 shares

    0.04% of the 13F portfolio, value $63,270.

    13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,200 shares
    Change vs previous 13F -19,510 shares

    0.09% of the 13F portfolio, value $130,644.

    13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 57,710 shares
    Change vs previous 13F +6,520 shares

    0.11% of the 13F portfolio, value $143,121.

    13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,190 shares
    Change vs previous 13F +26,440 shares

    0.11% of the 13F portfolio, value $143,332.

    13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,750 shares
    Change vs previous 13F +8,674 shares

    0.09% of the 13F portfolio, value $118,800.

    13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,076 shares
    Change vs previous 13F +4,240 shares

    0.12% of the 13F portfolio, value $146,292.

    13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,836 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $106,997.

    13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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