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Williams & Novak Wealth Management, LLC: BHP position timeline

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

Williams & Novak Wealth Management, LLC held 4,509 BHP 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 4,509 shares
    Change vs previous 13F -353 shares

    0.23% of the 13F portfolio, value $382,544.

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

  2. period ended2026-06-30
    13F 4,862 shares
    Change vs previous 13F +173 shares

    0.27% of the 13F portfolio, value $405,053.

    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 4,689 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $344,947.

    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).