Number of Shares
22,000
Previous 18,200 20.88%
Holding current value
$14.3 Million
Previous $10.4 Million 37.84%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
N/A
3,800 Added 20.88%
22,000 $14.3 Million
Q1 2025

May 15, 2025

BUY
N/A
18,200 New
18,200 $10.4 Million
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.