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Williams & Novak Wealth Management, LLC: DFUS position timeline

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

Williams & Novak Wealth Management, LLC held 13,689 DFUS 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 13,689 shares
    Change vs previous 13F +663 shares

    0.68% of the 13F portfolio, value $1,136,589.

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

  2. period ended2026-06-30
    13F 13,026 shares
    Change vs previous 13F +2,334 shares

    0.71% of the 13F portfolio, value $1,067,332.

    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 10,692 shares
    Change vs previous 13F -705 shares

    0.57% of the 13F portfolio, value $764,026.

    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 11,397 shares
    Change vs previous 13F -2,734 shares

    0.64% of the 13F portfolio, value $845,281.

    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 14,131 shares
    Change vs previous 13F -404 shares

    0.79% of the 13F portfolio, value $1,023,684.

    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 14,535 shares
    Change vs previous 13F -5,374 shares

    0.83% of the 13F portfolio, value $974,107.

    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 19,909 shares
    Change vs previous 13F +1,316 shares

    1.18% of the 13F portfolio, value $1,209,093.

    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 18,593 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,185,298.

    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).