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Williams & Novak Wealth Management, LLC: MFEM position timeline

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

Williams & Novak Wealth Management, LLC held 206,843 MFEM 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 206,843 shares
    Change vs previous 13F +28,387 shares

    3.55% of the 13F portfolio, value $5,911,118.

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

  2. period ended2026-06-30
    13F 178,456 shares
    Change vs previous 13F +9,399 shares

    3.37% of the 13F portfolio, value $5,038,627.

    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 169,057 shares
    Change vs previous 13F +24,877 shares

    3.17% of the 13F portfolio, value $4,229,663.

    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 144,180 shares
    Change vs previous 13F +5,264 shares

    2.51% of the 13F portfolio, value $3,333,872.

    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 138,916 shares
    Change vs previous 13F +530 shares

    2.41% of the 13F portfolio, value $3,128,164.

    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 138,386 shares
    Change vs previous 13F +11,654 shares

    2.49% of the 13F portfolio, value $2,927,969.

    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 126,732 shares
    Change vs previous 13F +25,650 shares

    2.36% of the 13F portfolio, value $2,407,906.

    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 101,082 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,922,073.

    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).