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Williams & Novak Wealth Management, LLC: DFSD position timeline

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

Williams & Novak Wealth Management, LLC held 18,756 DFSD 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 18,756 shares
    Change vs previous 13F +4,275 shares

    0.52% of the 13F portfolio, value $871,629.

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

  2. period ended2026-06-30
    13F 14,481 shares
    Change vs previous 13F +626 shares

    0.46% of the 13F portfolio, value $691,468.

    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 13,855 shares
    Change vs previous 13F -2,793 shares

    0.5% of the 13F portfolio, value $663,239.

    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 16,648 shares
    Change vs previous 13F +234 shares

    0.6% of the 13F portfolio, value $798,272.

    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 16,414 shares
    Change vs previous 13F +2,601 shares

    0.61% of the 13F portfolio, value $790,991.

    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 13,813 shares
    Change vs previous 13F +2,881 shares

    0.56% of the 13F portfolio, value $663,146.

    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 10,932 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $520,031.

    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).