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Williams & Novak Wealth Management, LLC: PML position timeline

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

Williams & Novak Wealth Management, LLC held 503,025 PML 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 503,025 shares
    Change vs previous 13F +164,500 shares

    1.98% of the 13F portfolio, value $3,304,877.

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

  2. period ended2026-06-30
    13F 338,525 shares
    Change vs previous 13F -32,618 shares

    1.72% of the 13F portfolio, value $2,576,179.

    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 371,143 shares
    Change vs previous 13F +31,500 shares

    2.12% of the 13F portfolio, value $2,824,401.

    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 339,643 shares
    Change vs previous 13F -71,852 shares

    1.93% of the 13F portfolio, value $2,560,911.

    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 411,495 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $3,254,925.

    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).