Skip to content
Disclosery

Williams & Novak Wealth Management, LLC: IYZ position timeline

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

Williams & Novak Wealth Management, LLC held 8,365 IYZ 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 8,365 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $344,471.

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

  2. period ended2026-06-30
    13F 8,365 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $353,923.

    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 8,365 shares
    Change vs previous 13F -1,000 shares

    0.25% of the 13F portfolio, value $330,167.

    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 9,365 shares
    Change vs previous 13F -1,500 shares

    0.24% of the 13F portfolio, value $317,474.

    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 10,865 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $350,505.

    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 10,865 shares
    Change vs previous 13F -1,500 shares

    0.28% of the 13F portfolio, value $323,560.

    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 12,365 shares
    Change vs previous 13F -2,400 shares

    0.33% of the 13F portfolio, value $339,790.

    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 14,765 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $396,145.

    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).