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Williams & Novak Wealth Management, LLC: MFUS position timeline

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

Williams & Novak Wealth Management, LLC held 168,519 MFUS 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 168,519 shares
    Change vs previous 13F +19,405 shares

    6.56% of the 13F portfolio, value $10,921,695.

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

  2. period ended2026-06-30
    13F 149,114 shares
    Change vs previous 13F +2,775 shares

    6.7% of the 13F portfolio, value $10,016,002.

    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 146,339 shares
    Change vs previous 13F +1,357 shares

    6.43% of the 13F portfolio, value $8,571,096.

    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 144,982 shares
    Change vs previous 13F -1,464 shares

    6.18% of the 13F portfolio, value $8,207,876.

    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 146,446 shares
    Change vs previous 13F +115 shares

    6.34% of the 13F portfolio, value $8,237,612.

    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 146,331 shares
    Change vs previous 13F +2,487 shares

    6.65% of the 13F portfolio, value $7,821,415.

    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 143,844 shares
    Change vs previous 13F +8,699 shares

    7.04% of the 13F portfolio, value $7,193,657.

    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 135,145 shares
    Change vs previous 13F not available

    6.46% of the 13F portfolio, value $6,701,859.

    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).