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Williams & Novak Wealth Management, LLC: EEMS position timeline

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

Williams & Novak Wealth Management, LLC held 20,457 EEMS 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 20,457 shares
    Change vs previous 13F +422 shares

    0.92% of the 13F portfolio, value $1,539,594.

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

  2. period ended2026-06-30
    13F 20,035 shares
    Change vs previous 13F -229 shares

    1.02% of the 13F portfolio, value $1,520,456.

    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 20,264 shares
    Change vs previous 13F -840 shares

    1.06% of the 13F portfolio, value $1,413,650.

    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 21,104 shares
    Change vs previous 13F +115 shares

    1.07% of the 13F portfolio, value $1,424,131.

    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 20,989 shares
    Change vs previous 13F +932 shares

    1.1% of the 13F portfolio, value $1,425,396.

    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 20,057 shares
    Change vs previous 13F -958 shares

    1.11% of the 13F portfolio, value $1,300,728.

    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 21,015 shares
    Change vs previous 13F -1,882 shares

    1.16% of the 13F portfolio, value $1,187,137.

    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 22,897 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,331,232.

    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).