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Williams & Novak Wealth Management, LLC: XPCQX position timeline

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

Williams & Novak Wealth Management, LLC held 476,148 XPCQX 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 476,148 shares
    Change vs previous 13F +110,950 shares

    2.2% of the 13F portfolio, value $3,671,101.

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

  2. period ended2026-06-30
    13F 365,198 shares
    Change vs previous 13F -38,385 shares

    2.19% of the 13F portfolio, value $3,275,826.

    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 403,583 shares
    Change vs previous 13F -14,772 shares

    2.6% of the 13F portfolio, value $3,466,778.

    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 418,355 shares
    Change vs previous 13F -38,763 shares

    2.75% of the 13F portfolio, value $3,652,239.

    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 457,118 shares
    Change vs previous 13F +168,363 shares

    3.07% of the 13F portfolio, value $3,986,069.

    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 288,755 shares
    Change vs previous 13F +81,500 shares

    2.11% of the 13F portfolio, value $2,480,405.

    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 207,255 shares
    Change vs previous 13F -5,000 shares

    1.82% of the 13F portfolio, value $1,854,932.

    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 212,255 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,918,785.

    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).