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Williams & Novak Wealth Management, LLC: FLRG position timeline

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

Williams & Novak Wealth Management, LLC held 10,279 FLRG 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 10,279 shares
    Change vs previous 13F -62 shares

    0.25% of the 13F portfolio, value $424,232.

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

  2. period ended2026-06-30
    13F 10,341 shares
    Change vs previous 13F +312 shares

    0.28% of the 13F portfolio, value $424,245.

    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 10,029 shares
    Change vs previous 13F +730 shares

    0.28% of the 13F portfolio, value $371,256.

    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 9,299 shares
    Change vs previous 13F +1,181 shares

    0.27% of the 13F portfolio, value $352,909.

    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 8,118 shares
    Change vs previous 13F +1,887 shares

    0.24% of the 13F portfolio, value $312,131.

    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 6,231 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $223,980.

    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).