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Williams & Novak Wealth Management, LLC: DFCF position timeline

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

Williams & Novak Wealth Management, LLC held 48,003 DFCF 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 48,003 shares
    Change vs previous 13F +11,218 shares

    1.16% of the 13F portfolio, value $1,925,880.

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

  2. period ended2026-06-30
    13F 36,785 shares
    Change vs previous 13F +1,865 shares

    1.04% of the 13F portfolio, value $1,552,695.

    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 34,920 shares
    Change vs previous 13F -9,654 shares

    1.11% of the 13F portfolio, value $1,475,021.

    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 44,574 shares
    Change vs previous 13F -11,066 shares

    1.43% of the 13F portfolio, value $1,897,069.

    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 55,640 shares
    Change vs previous 13F +4,987 shares

    1.83% of the 13F portfolio, value $2,379,166.

    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 50,653 shares
    Change vs previous 13F +10,127 shares

    1.82% of the 13F portfolio, value $2,140,577.

    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 40,526 shares
    Change vs previous 13F +33,242 shares

    1.67% of the 13F portfolio, value $1,708,968.

    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 7,284 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $300,591.

    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).