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Williams & Novak Wealth Management, LLC: III position timeline

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

Williams & Novak Wealth Management, LLC held 50,466 III 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 50,466 shares
    Change vs previous 13F +10,470 shares

    0.17% of the 13F portfolio, value $279,077.

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

  2. period ended2026-06-30
    13F 39,996 shares
    Change vs previous 13F +11,110 shares

    0.11% of the 13F portfolio, value $164,384.

    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 28,886 shares
    Change vs previous 13F +4,536 shares

    0.08% of the 13F portfolio, value $110,922.

    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 24,350 shares
    Change vs previous 13F -850 shares

    0.11% of the 13F portfolio, value $140,743.

    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 25,200 shares
    Change vs previous 13F -1,400 shares

    0.11% of the 13F portfolio, value $144,900.

    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 26,600 shares
    Change vs previous 13F -11,625 shares

    0.11% of the 13F portfolio, value $127,680.

    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 38,225 shares
    Change vs previous 13F -5,550 shares

    0.15% of the 13F portfolio, value $150,224.

    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 43,775 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $146,209.

    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).