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Williams & Novak Wealth Management, LLC: FBND position timeline

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

Williams & Novak Wealth Management, LLC held 136,610 FBND 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 136,610 shares
    Change vs previous 13F -65,942 shares

    3.55% of the 13F portfolio, value $5,915,193.

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

  2. period ended2026-06-30
    13F 202,552 shares
    Change vs previous 13F -33,375 shares

    6.16% of the 13F portfolio, value $9,214,084.

    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 235,927 shares
    Change vs previous 13F -64,324 shares

    8.07% of the 13F portfolio, value $10,760,623.

    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 300,251 shares
    Change vs previous 13F -9,828 shares

    10.41% of the 13F portfolio, value $13,823,547.

    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 310,079 shares
    Change vs previous 13F +25,587 shares

    11.03% of the 13F portfolio, value $14,338,066.

    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 284,492 shares
    Change vs previous 13F +32,115 shares

    11.07% of the 13F portfolio, value $13,015,489.

    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 252,377 shares
    Change vs previous 13F +4,404 shares

    11.29% of the 13F portfolio, value $11,541,220.

    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 247,973 shares
    Change vs previous 13F not available

    10.73% of the 13F portfolio, value $11,126,534.

    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).