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Williams & Novak Wealth Management, LLC: HLLY position timeline

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

Williams & Novak Wealth Management, LLC held 10,657 HLLY 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 10,657 shares
    Change vs previous 13F +10,657 shares

    0.02% of the 13F portfolio, value $25,151.

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

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -11,765 shares

    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).

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

  3. period ended2025-12-31
    13F 11,765 shares
    Change vs previous 13F -5,830 shares

    0.04% of the 13F portfolio, value $48,589.

    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).

  4. period ended2025-09-30
    13F 17,595 shares
    Change vs previous 13F -2,445 shares

    0.04% of the 13F portfolio, value $55,248.

    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).

  5. period ended2025-06-30
    13F 20,040 shares
    Change vs previous 13F +3,500 shares

    0.03% of the 13F portfolio, value $40,080.

    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).

  6. period ended2025-03-31
    13F 16,540 shares
    Change vs previous 13F +2,120 shares

    0.04% of the 13F portfolio, value $42,508.

    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).

  7. period ended2024-12-31
    13F 14,420 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $43,548.

    13F-HR 0001085146-25-000426 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).