Williams & Novak Wealth Management, LLC: EXFY position timeline

Williams & Novak Wealth Management, LLC held 36,100 EXFY 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 36,100 shares

   Change vs previous 13F -17,530 shares

   0.05% of the 13F portfolio, value $81,225.

   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 53,630 shares

   Change vs previous 13F -10,620 shares

   0.06% of the 13F portfolio, value $95,998.

   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 64,250 shares

   Change vs previous 13F +29,310 shares

   0.04% of the 13F portfolio, value $56,000.

   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 ended2025-12-31

   13F 34,940 shares

   Change vs previous 13F +4,400 shares

   0.04% of the 13F portfolio, value $52,759.

   13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 30,540 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $56,499.

   13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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