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Williams & Novak Wealth Management, LLC: FENI position timeline

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

Williams & Novak Wealth Management, LLC held 33,971 FENI 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 33,971 shares
    Change vs previous 13F +5,993 shares

    0.81% of the 13F portfolio, value $1,355,769.

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

  2. period ended2026-06-30
    13F 27,978 shares
    Change vs previous 13F +540 shares

    0.75% of the 13F portfolio, value $1,122,762.

    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 27,438 shares
    Change vs previous 13F +3,793 shares

    0.78% of the 13F portfolio, value $1,040,441.

    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 23,645 shares
    Change vs previous 13F +4,177 shares

    0.65% of the 13F portfolio, value $864,925.

    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 19,468 shares
    Change vs previous 13F +4,799 shares

    0.53% of the 13F portfolio, value $686,837.

    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 14,669 shares
    Change vs previous 13F +7,106 shares

    0.41% of the 13F portfolio, value $487,891.

    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 7,563 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $225,453.

    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).