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Williams & Novak Wealth Management, LLC: PTY position timeline

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

Williams & Novak Wealth Management, LLC held 29,700 PTY 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 29,700 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $326,997.

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