| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYPRIS SOLUTIONS INC | 3 | Q2 2024 | 9.6% |
| PIMCO EQUITY SER | 3 | Q2 2024 | 6.6% |
| ISHARES TR | 3 | Q2 2024 | 5.3% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 3.3% |
| PIMCO ETF TR | 3 | Q2 2024 | 3.2% |
| ISHARES TR | 3 | Q2 2024 | 2.9% |
| FIDELITY MERRIMACK STR TR | 3 | Q2 2024 | 4.6% |
| ISHARES TR | 3 | Q2 2024 | 2.6% |
| ISHARES TR | 3 | Q2 2024 | 2.5% |
| ISHARES INC | 3 | Q2 2024 | 2.5% |
View Williams & Novak, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-09-03 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-26 |
| SC 13G | 2024-01-23 |
| SC 13G/A | 2024-01-18 |
| SC 13G | 2023-10-25 |
View Williams & Novak, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.