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Williams & Novak Wealth Management, LLC: FMDE position timeline

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

Williams & Novak Wealth Management, LLC held 7,476 FMDE 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 7,476 shares
    Change vs previous 13F -358 shares

    0.18% of the 13F portfolio, value $301,881.

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

  2. period ended2026-06-30
    13F 7,834 shares
    Change vs previous 13F -187 shares

    0.21% of the 13F portfolio, value $317,904.

    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 8,021 shares
    Change vs previous 13F +763 shares

    0.22% of the 13F portfolio, value $291,323.

    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 7,258 shares
    Change vs previous 13F -11 shares

    0.2% of the 13F portfolio, value $264,046.

    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 7,269 shares
    Change vs previous 13F +785 shares

    0.2% of the 13F portfolio, value $262,774.

    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 6,484 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $223,145.

    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).