Williams & Novak Wealth Management, LLC: BINC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams & Novak Wealth Management, LLC on BINC, newest first. How the timeline and the estimate are built.
Williams & Novak Wealth Management, LLC held 37,023 BINC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 37,023 sharesChange vs previous 13F +5,309 shares
1.13% of the 13F portfolio, value $1,880,395.
13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 31,714 sharesChange vs previous 13F -2,530 shares
1.11% of the 13F portfolio, value $1,659,902.
13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,244 sharesChange vs previous 13F +3,233 shares
1.33% of the 13F portfolio, value $1,775,212.
13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,011 sharesChange vs previous 13F +5,838 shares
1.23% of the 13F portfolio, value $1,636,429.
13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,173 sharesChange vs previous 13F +2,877 shares
1.03% of the 13F portfolio, value $1,340,196.
13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,296 sharesChange vs previous 13F +11,873 shares
1% of the 13F portfolio, value $1,178,113.
13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,423 sharesChange vs previous 13F +372 shares
0.53% of the 13F portfolio, value $544,200.
13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,051 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $522,849.
13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).