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Williams & Novak Wealth Management, LLC: PLTK position timeline

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

Williams & Novak Wealth Management, LLC held 110,035 PLTK 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 110,035 shares
    Change vs previous 13F +11,830 shares

    0.14% of the 13F portfolio, value $235,475.

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

  2. period ended2026-06-30
    13F 98,205 shares
    Change vs previous 13F -2,915 shares

    0.24% of the 13F portfolio, value $365,323.

    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 101,120 shares
    Change vs previous 13F +515 shares

    0.21% of the 13F portfolio, value $277,069.

    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 100,605 shares
    Change vs previous 13F -3,475 shares

    0.3% of the 13F portfolio, value $397,390.

    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 104,080 shares
    Change vs previous 13F +18,695 shares

    0.31% of the 13F portfolio, value $404,871.

    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 85,385 shares
    Change vs previous 13F -865 shares

    0.34% of the 13F portfolio, value $403,871.

    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 86,250 shares
    Change vs previous 13F +66,690 shares

    0.44% of the 13F portfolio, value $453,675.

    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 19,560 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $135,746.

    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).