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Williams & Novak Wealth Management, LLC: TACK position timeline

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

Williams & Novak Wealth Management, LLC held 20,099 TACK 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 20,099 shares
    Change vs previous 13F +880 shares

    0.38% of the 13F portfolio, value $630,512.

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

  2. period ended2026-06-30
    13F 19,219 shares
    Change vs previous 13F -3,937 shares

    0.41% of the 13F portfolio, value $607,874.

    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 23,156 shares
    Change vs previous 13F -1,829 shares

    0.53% of the 13F portfolio, value $706,716.

    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 24,985 shares
    Change vs previous 13F -6,968 shares

    0.56% of the 13F portfolio, value $748,815.

    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 31,953 shares
    Change vs previous 13F +5,723 shares

    0.74% of the 13F portfolio, value $958,898.

    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 26,230 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $740,394.

    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).