Williams & Novak Wealth Management, LLC: RGP position timeline

Williams & Novak Wealth Management, LLC held 34,665 RGP 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 34,665 shares

   Change vs previous 13F -3,695 shares

   0.08% of the 13F portfolio, value $130,340.

   13F-HR 0001085146-26-000868 filed by Williams & Novak Wealth Management, LLC
   Accepted 2026-10-09 20:56:46 UTC, ingested 2026-10-09 20:58:07 UTC

2. period ended2026-06-30

   13F 38,360 shares

   Change vs previous 13F -170 shares

   0.11% of the 13F portfolio, value $163,030.

   13F-HR 0001998419-26-000003 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 38,530 shares

   Change vs previous 13F -12,905 shares

   0.11% of the 13F portfolio, value $140,635.

   13F-HR 0001998419-26-000002 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 51,435 shares

   Change vs previous 13F +20,450 shares

   0.2% of the 13F portfolio, value $259,232.

   13F-HR 0001998419-26-000001 filed by Williams & Novak Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 30,985 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $156,474.

   13F-HR 0001998419-25-000004 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).