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Williams & Novak Wealth Management, LLC: CMF position timeline

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

Williams & Novak Wealth Management, LLC held 5,136 CMF 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 5,136 shares
    Change vs previous 13F -5,210 shares

    0.17% of the 13F portfolio, value $277,960.

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

  2. period ended2026-06-30
    13F 10,346 shares
    Change vs previous 13F -4,470 shares

    0.4% of the 13F portfolio, value $596,343.

    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 14,816 shares
    Change vs previous 13F -2,770 shares

    0.63% of the 13F portfolio, value $842,734.

    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 17,586 shares
    Change vs previous 13F -1,320 shares

    0.76% of the 13F portfolio, value $1,010,492.

    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 18,906 shares
    Change vs previous 13F +1,561 shares

    0.83% of the 13F portfolio, value $1,078,398.

    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 17,345 shares
    Change vs previous 13F -25,020 shares

    0.82% of the 13F portfolio, value $966,810.

    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 42,365 shares
    Change vs previous 13F -3,245 shares

    2.33% of the 13F portfolio, value $2,383,871.

    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 45,610 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $2,612,534.

    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).