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Williams & Novak Wealth Management, LLC: AVD position timeline

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

Williams & Novak Wealth Management, LLC held 64,825 AVD 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 64,825 shares
    Change vs previous 13F +21,485 shares

    0.07% of the 13F portfolio, value $113,444.

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

  2. period ended2026-06-30
    13F 43,340 shares
    Change vs previous 13F +17,173 shares

    0.08% of the 13F portfolio, value $121,352.

    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 26,167 shares
    Change vs previous 13F -4,063 shares

    0.05% of the 13F portfolio, value $63,586.

    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 30,230 shares
    Change vs previous 13F +14,895 shares

    0.09% of the 13F portfolio, value $115,479.

    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 15,335 shares
    Change vs previous 13F -270 shares

    0.07% of the 13F portfolio, value $88,023.

    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 15,605 shares
    Change vs previous 13F +4,505 shares

    0.05% of the 13F portfolio, value $61,172.

    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 11,100 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $48,951.

    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).