Skip to content
Disclosery

Williams & Novak Wealth Management, LLC: MUNI position timeline

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

Williams & Novak Wealth Management, LLC held 15,300 MUNI 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 15,300 shares
    Change vs previous 13F -18,015 shares

    0.46% of the 13F portfolio, value $760,257.

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

  2. period ended2026-06-30
    13F 33,315 shares
    Change vs previous 13F -475 shares

    1.17% of the 13F portfolio, value $1,752,369.

    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 33,790 shares
    Change vs previous 13F +12,175 shares

    1.32% of the 13F portfolio, value $1,761,473.

    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 21,615 shares
    Change vs previous 13F -2,835 shares

    0.85% of the 13F portfolio, value $1,132,842.

    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 24,450 shares
    Change vs previous 13F +6,550 shares

    0.98% of the 13F portfolio, value $1,278,246.

    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 17,900 shares
    Change vs previous 13F +2,350 shares

    0.78% of the 13F portfolio, value $919,344.

    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 15,550 shares
    Change vs previous 13F +650 shares

    0.78% of the 13F portfolio, value $801,758.

    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 14,900 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $770,777.

    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).