Williams & Novak Wealth Management, LLC: SPY position timeline

Williams & Novak Wealth Management, LLC held 3,866 SPY 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 3,866 shares

   Change vs previous 13F +99 shares

   1.77% of the 13F portfolio, value $2,948,000.

   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 3,767 shares

   Change vs previous 13F +144 shares

   1.88% of the 13F portfolio, value $2,812,762.

   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 3,623 shares

   Change vs previous 13F -82 shares

   1.78% of the 13F portfolio, value $2,373,653.

   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 3,705 shares

   Change vs previous 13F +203 shares

   1.9% of the 13F portfolio, value $2,526,221.

   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 3,502 shares

   Change vs previous 13F -2 shares

   1.79% of the 13F portfolio, value $2,332,645.

   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).

6. period ended2025-06-30

   13F 3,504 shares

   Change vs previous 13F -1,272 shares

   1.84% of the 13F portfolio, value $2,164,652.

   13F-HR 0001085146-25-004144 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 4,776 shares

   Change vs previous 13F -669 shares

   2.62% of the 13F portfolio, value $2,678,925.

   13F-HR 0001085146-25-003282 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 5,445 shares

   Change vs previous 13F not available

   3.08% of the 13F portfolio, value $3,191,235.

   13F-HR 0001085146-25-000426 filed by Williams & Novak Wealth Management, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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