Williams & Novak Wealth Management, LLC: DGCB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams & Novak Wealth Management, LLC on DGCB, newest first. How the timeline and the estimate are built.
Williams & Novak Wealth Management, LLC held 7,987 DGCB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 7,987 sharesChange vs previous 13F +1,873 shares
0.25% of the 13F portfolio, value $414,578.
13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 6,114 sharesChange vs previous 13F +250 shares
0.22% of the 13F portfolio, value $334,252.
13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,864 sharesChange vs previous 13F +77 shares
0.24% of the 13F portfolio, value $317,887.
13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,787 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $313,874.
13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).