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Williams & Novak Wealth Management, LLC: MFDX position timeline

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

Williams & Novak Wealth Management, LLC held 91,489 MFDX 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 91,489 shares
    Change vs previous 13F +18,989 shares

    2.27% of the 13F portfolio, value $3,787,718.

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

  2. period ended2026-06-30
    13F 72,500 shares
    Change vs previous 13F +4,611 shares

    2.02% of the 13F portfolio, value $3,018,900.

    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 67,889 shares
    Change vs previous 13F +3,595 shares

    2.05% of the 13F portfolio, value $2,731,174.

    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 64,294 shares
    Change vs previous 13F +222 shares

    1.86% of the 13F portfolio, value $2,470,542.

    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 64,072 shares
    Change vs previous 13F +3,311 shares

    1.83% of the 13F portfolio, value $2,381,646.

    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 60,761 shares
    Change vs previous 13F +14,689 shares

    1.86% of the 13F portfolio, value $2,183,447.

    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 46,072 shares
    Change vs previous 13F +5,810 shares

    1.43% of the 13F portfolio, value $1,464,767.

    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 40,262 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,189,339.

    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).