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Williams & Novak Wealth Management, LLC: DFUV position timeline

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

Williams & Novak Wealth Management, LLC held 12,608 DFUV 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 12,608 shares
    Change vs previous 13F +115 shares

    0.42% of the 13F portfolio, value $693,448.

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

  2. period ended2026-06-30
    13F 12,493 shares
    Change vs previous 13F -1,871 shares

    0.46% of the 13F portfolio, value $687,248.

    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 14,364 shares
    Change vs previous 13F -201 shares

    0.52% of the 13F portfolio, value $698,099.

    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 14,565 shares
    Change vs previous 13F +1,067 shares

    0.51% of the 13F portfolio, value $678,591.

    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 13,498 shares
    Change vs previous 13F -780 shares

    0.46% of the 13F portfolio, value $603,233.

    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 14,278 shares
    Change vs previous 13F -25 shares

    0.51% of the 13F portfolio, value $603,681.

    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 14,303 shares
    Change vs previous 13F -759 shares

    0.58% of the 13F portfolio, value $588,723.

    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 15,062 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $616,341.

    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).