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Manager record

Williams & Novak, LLC

Westlake Village, CA · CIK 1998419 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$169.02MReported 13F valueQ3 2026 · as filed
149Holdings listed
+11.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $117.6M$117.6MQ2 2025134 holdingsQ3 2025: $130.0M$130.0MQ3 2025140 holdingsQ4 2025: $132.8M$132.8MQ4 2025141 holdingsQ1 2026: $133.6M$133.6MQ1 2026143 holdingsQ2 2026: $151.2M$151.2MQ2 2026146 holdingsQ3 2026: $169.0M$169.0MQ3 2026149 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$169.02M · 149 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$151.20M · 146 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$133.61M · 143 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$132.83M · 141 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$129.99M · 140 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$117.56M · 134 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology