Number of Shares
22,296
Previous 10,423 113.91%
Holding current value
$1.18 Billion
Previous $544 Million 116.49%
% of portfolio
1.0%
Previous 0.53%

Shares

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

Jul 24, 2025

BUY
N/A
11,873 Added 113.91%
22,296 $1.18 Billion
Q1 2025

May 15, 2025

BUY
N/A
372 Added 3.7%
10,423 $544 Million
Q4 2024

Jan 22, 2025

BUY
N/A
10,051 New
10,051 $523 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.