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Williams & Novak Wealth Management, LLC: SLV position timeline

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

Williams & Novak Wealth Management, LLC held 37,150 SLV 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 37,150 shares
    Change vs previous 13F +50 shares

    1.22% of the 13F portfolio, value $2,025,047.

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

  2. period ended2026-06-30
    13F 37,100 shares
    Change vs previous 13F -2,005 shares

    1.33% of the 13F portfolio, value $1,983,737.

    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 39,105 shares
    Change vs previous 13F -26,455 shares

    2% of the 13F portfolio, value $2,664,615.

    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 65,560 shares
    Change vs previous 13F -3,259 shares

    3.18% of the 13F portfolio, value $4,223,375.

    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 68,819 shares
    Change vs previous 13F -1,430 shares

    2.24% of the 13F portfolio, value $2,915,861.

    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 70,249 shares
    Change vs previous 13F -1,450 shares

    1.96% of the 13F portfolio, value $2,304,870.

    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 71,699 shares
    Change vs previous 13F -9,060 shares

    2.15% of the 13F portfolio, value $2,196,140.

    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 80,759 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $2,126,384.

    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).