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Williams & Novak Wealth Management, LLC: IEFA position timeline

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

Williams & Novak Wealth Management, LLC held 22,487 IEFA 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 22,487 shares
    Change vs previous 13F -625 shares

    1.31% of the 13F portfolio, value $2,178,541.

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

  2. period ended2026-06-30
    13F 23,112 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $2,232,157.

    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 23,112 shares
    Change vs previous 13F -251 shares

    1.59% of the 13F portfolio, value $2,124,224.

    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 23,363 shares
    Change vs previous 13F -182 shares

    1.57% of the 13F portfolio, value $2,090,054.

    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 23,545 shares
    Change vs previous 13F +654 shares

    1.58% of the 13F portfolio, value $2,055,714.

    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 22,891 shares
    Change vs previous 13F -1,762 shares

    1.63% of the 13F portfolio, value $1,910,941.

    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 24,653 shares
    Change vs previous 13F -984 shares

    1.83% of the 13F portfolio, value $1,869,684.

    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).

  8. period ended2024-12-31
    13F 25,637 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,801,768.

    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).