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Williams & Novak Wealth Management, LLC: ISCF position timeline

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

Williams & Novak Wealth Management, LLC held 130,627 ISCF 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 130,627 shares
    Change vs previous 13F +20,423 shares

    3.5% of the 13F portfolio, value $5,833,802.

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

  2. period ended2026-06-30
    13F 110,204 shares
    Change vs previous 13F +51,830 shares

    3.19% of the 13F portfolio, value $4,770,730.

    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 58,374 shares
    Change vs previous 13F +2,617 shares

    1.86% of the 13F portfolio, value $2,484,397.

    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 55,757 shares
    Change vs previous 13F +1,768 shares

    1.74% of the 13F portfolio, value $2,312,800.

    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 53,989 shares
    Change vs previous 13F -202 shares

    1.71% of the 13F portfolio, value $2,220,298.

    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 54,191 shares
    Change vs previous 13F +4,244 shares

    1.79% of the 13F portfolio, value $2,100,985.

    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 49,947 shares
    Change vs previous 13F -2,202 shares

    1.65% of the 13F portfolio, value $1,683,713.

    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 52,149 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,683,370.

    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).