Williams & Novak Wealth Management, LLC: DIVO position timeline

Williams & Novak Wealth Management, LLC held 24,527 DIVO 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 24,527 shares

   Change vs previous 13F +988 shares

   0.68% of the 13F portfolio, value $1,140,239.

   13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
   Accepted 2026-10-09 20:56:46 UTC, ingested 2026-10-09 20:58:07 UTC

2. period ended2026-06-30

   13F 23,539 shares

   Change vs previous 13F +14,307 shares

   0.72% of the 13F portfolio, value $1,075,728.

   13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 9,232 shares

   Change vs previous 13F +9,232 shares

   0.31% of the 13F portfolio, value $414,772.

   13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -15,587 shares

   13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 15,587 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $630,945.

   13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).