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Williams & Novak Wealth Management, LLC: SRE position timeline

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

Williams & Novak Wealth Management, LLC held 0 SRE shares at 2025-06-30 per its 13F-HR filed 2025-07-24.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,465 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,465 shares
    Change vs previous 13F +1,060 shares

    0.38% of the 13F portfolio, value $391,075.

    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).

  3. period ended2024-12-31
    13F 4,405 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $386,364.

    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).