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Williams & Novak Wealth Management, LLC: XSVM position timeline

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

Williams & Novak Wealth Management, LLC held 40,351 XSVM 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 40,351 shares
    Change vs previous 13F +5,278 shares

    1.58% of the 13F portfolio, value $2,626,844.

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

  2. period ended2026-06-30
    13F 35,073 shares
    Change vs previous 13F +875 shares

    1.63% of the 13F portfolio, value $2,440,706.

    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 34,198 shares
    Change vs previous 13F +6,124 shares

    1.55% of the 13F portfolio, value $2,073,071.

    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 28,074 shares
    Change vs previous 13F +2,827 shares

    1.21% of the 13F portfolio, value $1,604,176.

    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 25,247 shares
    Change vs previous 13F +965 shares

    1.1% of the 13F portfolio, value $1,425,473.

    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 24,282 shares
    Change vs previous 13F -8 shares

    1.07% of the 13F portfolio, value $1,262,446.

    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 24,290 shares
    Change vs previous 13F -6,100 shares

    1.2% of the 13F portfolio, value $1,224,240.

    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 30,390 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,655,674.

    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).