Williams & Novak Wealth Management, LLC: FELC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams & Novak Wealth Management, LLC on FELC, newest first. How the timeline and the estimate are built.
Williams & Novak Wealth Management, LLC held 156,882 FELC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 156,882 sharesChange vs previous 13F -19,425 shares
4.08% of the 13F portfolio, value $6,796,128.
13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 176,307 sharesChange vs previous 13F -649 shares
4.94% of the 13F portfolio, value $7,389,044.
13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 176,956 sharesChange vs previous 13F +20,254 shares
4.85% of the 13F portfolio, value $6,469,504.
13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 156,702 sharesChange vs previous 13F +2,356 shares
4.5% of the 13F portfolio, value $5,981,315.
13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 154,346 sharesChange vs previous 13F +661 shares
4.43% of the 13F portfolio, value $5,752,475.
13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 153,685 sharesChange vs previous 13F +5,136 shares
4.51% of the 13F portfolio, value $5,300,595.
13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 148,549 sharesChange vs previous 13F +23,992 shares
4.55% of the 13F portfolio, value $4,654,026.
13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 124,557 sharesChange vs previous 13F not available
3.95% of the 13F portfolio, value $4,101,661.
13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).