Williams & Novak Wealth Management, LLC: LAW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams & Novak Wealth Management, LLC on LAW, newest first. How the timeline and the estimate are built.
Williams & Novak Wealth Management, LLC held 19,591 LAW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 19,591 sharesChange vs previous 13F -2,334 shares
0.05% of the 13F portfolio, value $80,323.
13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 21,925 sharesChange vs previous 13F +67 shares
0.06% of the 13F portfolio, value $82,877.
13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,858 sharesChange vs previous 13F +6,913 shares
0.06% of the 13F portfolio, value $83,060.
13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,945 sharesChange vs previous 13F -2,160 shares
0.09% of the 13F portfolio, value $115,973.
13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,105 sharesChange vs previous 13F -4,920 shares
0.09% of the 13F portfolio, value $110,498.
13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,025 sharesChange vs previous 13F +4,405 shares
0.08% of the 13F portfolio, value $96,249.
13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,620 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $73,475.
13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).