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Williams & Novak Wealth Management, LLC: VONE position timeline

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

Williams & Novak Wealth Management, LLC held 1,137 VONE 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 1,137 shares
    Change vs previous 13F -85 shares

    0.23% of the 13F portfolio, value $391,202.

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

  2. period ended2026-06-30
    13F 1,222 shares
    Change vs previous 13F +193 shares

    0.28% of the 13F portfolio, value $413,968.

    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 1,029 shares
    Change vs previous 13F -1,197 shares

    0.23% of the 13F portfolio, value $305,950.

    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 2,226 shares
    Change vs previous 13F +142 shares

    0.52% of the 13F portfolio, value $687,874.

    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 2,084 shares
    Change vs previous 13F -2,502 shares

    0.48% of the 13F portfolio, value $630,089.

    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 4,586 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,287,914.

    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).