Williams & Novak Wealth Management, LLC: AMGN position timeline

Williams & Novak Wealth Management, LLC held 484 AMGN 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 484 shares

   Change vs previous 13F +484 shares

   0.12% of the 13F portfolio, value $204,176.

   13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
   Accepted 2026-10-09 20:56:46 UTC, ingested 2026-10-09 20:58:07 UTC

2. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -732 shares

   13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2026-03-31

   13F 732 shares

   Change vs previous 13F -46 shares

   0.19% of the 13F portfolio, value $258,753.

   13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 778 shares

   Change vs previous 13F -23 shares

   0.19% of the 13F portfolio, value $254,775.

   13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 801 shares

   Change vs previous 13F -119 shares

   0.17% of the 13F portfolio, value $225,918.

   13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 920 shares

   Change vs previous 13F +30 shares

   0.22% of the 13F portfolio, value $256,982.

   13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 890 shares

   Change vs previous 13F -90 shares

   0.27% of the 13F portfolio, value $273,279.

   13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 980 shares

   Change vs previous 13F not available

   0.25% of the 13F portfolio, value $255,529.

   13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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