Williams & Novak Wealth Management, LLC: FCPI position timeline

Williams & Novak Wealth Management, LLC held 0 FCPI 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 0 shares

   Change vs previous 13F -4,010 shares

   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

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

2. period ended2026-06-30

   13F 4,010 shares

   Change vs previous 13F +4,010 shares

   0.15% of the 13F portfolio, value $219,026.

   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 ended2025-12-31

   13F 0 shares

   Change vs previous 13F -4,010 shares

   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).

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

4. period ended2025-09-30

   13F 4,010 shares

   Change vs previous 13F +4,010 shares

   0.15% of the 13F portfolio, value $200,918.

   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).

5. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F not available

   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).

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