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Williams & Novak Wealth Management, LLC: MSFT position timeline

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

Williams & Novak Wealth Management, LLC held 3,737 MSFT 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 3,737 shares
    Change vs previous 13F +400 shares

    1.15% of the 13F portfolio, value $1,916,707.

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

  2. period ended2026-06-30
    13F 3,337 shares
    Change vs previous 13F -165 shares

    0.83% of the 13F portfolio, value $1,244,906.

    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 3,502 shares
    Change vs previous 13F -694 shares

    0.97% of the 13F portfolio, value $1,293,612.

    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 4,196 shares
    Change vs previous 13F +1,006 shares

    1.53% of the 13F portfolio, value $2,029,145.

    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 3,190 shares
    Change vs previous 13F +628 shares

    1.27% of the 13F portfolio, value $1,652,053.

    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 2,562 shares
    Change vs previous 13F -484 shares

    1.08% of the 13F portfolio, value $1,274,165.

    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 3,046 shares
    Change vs previous 13F +500 shares

    1.14% of the 13F portfolio, value $1,164,011.

    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 2,546 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,073,172.

    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).