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Williams & Novak Wealth Management, LLC: MOD position timeline

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

Williams & Novak Wealth Management, LLC held 2,983 MOD 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 2,983 shares
    Change vs previous 13F -1 shares

    0.34% of the 13F portfolio, value $558,418.

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

  2. period ended2026-06-30
    13F 2,984 shares
    Change vs previous 13F -21 shares

    0.53% of the 13F portfolio, value $796,788.

    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 3,005 shares
    Change vs previous 13F -1,262 shares

    0.5% of the 13F portfolio, value $670,025.

    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 4,267 shares
    Change vs previous 13F -500 shares

    0.43% of the 13F portfolio, value $569,622.

    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 4,767 shares
    Change vs previous 13F -255 shares

    0.52% of the 13F portfolio, value $677,607.

    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 5,022 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $494,619.

    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 5,022 shares
    Change vs previous 13F -373 shares

    0.39% of the 13F portfolio, value $403,026.

    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 5,395 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $625,385.

    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).