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Williams & Novak Wealth Management, LLC: IXUS position timeline

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

Williams & Novak Wealth Management, LLC held 26,511 IXUS 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 26,511 shares
    Change vs previous 13F -1,767 shares

    1.51% of the 13F portfolio, value $2,518,280.

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

  2. period ended2026-06-30
    13F 28,278 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $2,698,852.

    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 28,278 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $2,477,436.

    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 28,278 shares
    Change vs previous 13F -627 shares

    1.8% of the 13F portfolio, value $2,393,450.

    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 28,905 shares
    Change vs previous 13F -136 shares

    1.84% of the 13F portfolio, value $2,386,975.

    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 29,041 shares
    Change vs previous 13F -343 shares

    1.91% of the 13F portfolio, value $2,245,160.

    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 29,384 shares
    Change vs previous 13F -2,940 shares

    2.02% of the 13F portfolio, value $2,059,231.

    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 32,324 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,137,909.

    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).