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Williams & Novak Wealth Management, LLC: ESGD position timeline

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

Williams & Novak Wealth Management, LLC held 15,920 ESGD 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 15,920 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,640,556.

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

  2. period ended2026-06-30
    13F 15,920 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $1,636,735.

    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 15,920 shares
    Change vs previous 13F -305 shares

    1.16% of the 13F portfolio, value $1,548,220.

    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 16,225 shares
    Change vs previous 13F -120 shares

    1.16% of the 13F portfolio, value $1,542,835.

    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 16,345 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,519,758.

    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 16,345 shares
    Change vs previous 13F -1,670 shares

    1.24% of the 13F portfolio, value $1,458,301.

    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 18,015 shares
    Change vs previous 13F -114 shares

    1.44% of the 13F portfolio, value $1,473,807.

    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 18,129 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,380,350.

    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).