Skip to content
Disclosery

Williams & Novak Wealth Management, LLC: BRK-B position timeline

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

Williams & Novak Wealth Management, LLC held 2,607 BRK-B 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 2,607 shares
    Change vs previous 13F -154 shares

    0.78% of the 13F portfolio, value $1,298,156.

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

  2. period ended2026-06-30
    13F 2,761 shares
    Change vs previous 13F +45 shares

    0.92% of the 13F portfolio, value $1,381,577.

    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 2,716 shares
    Change vs previous 13F -308 shares

    0.97% of the 13F portfolio, value $1,299,488.

    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 3,024 shares
    Change vs previous 13F -13 shares

    1.14% of the 13F portfolio, value $1,520,014.

    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 3,037 shares
    Change vs previous 13F +43 shares

    1.17% of the 13F portfolio, value $1,526,821.

    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 2,994 shares
    Change vs previous 13F +4 shares

    1.24% of the 13F portfolio, value $1,454,395.

    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 2,990 shares
    Change vs previous 13F -556 shares

    1.56% of the 13F portfolio, value $1,593,640.

    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).

  8. period ended2024-12-31
    13F 3,546 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,607,331.

    13F-HR 0001085146-25-000426 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).