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Williams & Novak Wealth Management, LLC: QQQ position timeline

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

Williams & Novak Wealth Management, LLC held 2,936 QQQ 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 2,936 shares
    Change vs previous 13F -240 shares

    1.3% of the 13F portfolio, value $2,171,909.

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

  2. period ended2026-06-30
    13F 3,176 shares
    Change vs previous 13F +468 shares

    1.56% of the 13F portfolio, value $2,338,616.

    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 2,708 shares
    Change vs previous 13F -1,307 shares

    1.19% of the 13F portfolio, value $1,582,453.

    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 4,015 shares
    Change vs previous 13F +1,438 shares

    1.86% of the 13F portfolio, value $2,466,499.

    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 2,577 shares
    Change vs previous 13F +184 shares

    1.19% of the 13F portfolio, value $1,547,167.

    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 2,393 shares
    Change vs previous 13F -359 shares

    1.12% of the 13F portfolio, value $1,320,116.

    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 2,752 shares
    Change vs previous 13F +558 shares

    1.27% of the 13F portfolio, value $1,300,870.

    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 2,194 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,121,639.

    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).