Williams & Novak, LLC SEC EDGAR Filings (CIK 0001998419)

SEC EDGAR filings, ownership reports, and insider transactions for Williams & Novak, LLC.

Business address
2625 Townsgate Road, Suite 330, Westlake Village, CA, 91361
Top securities (13F)
FBND, MFUS, FELC, SYPR, PCQ, PYLD, PML, MFEM, SLV, AAPL, IXUS, MFDX, DFCF, SPY, ISCF, IEFA, DGRO, RING, GDX, and MSFT
State of incorporation
NV
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Williams & Novak, LLC has filed 13 SEC EDGAR filings since 25 Oct 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-23534
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-23534
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-23534
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-23534
SC 13G/A Open Document Open Filing WILLIAMS & NOVAK, LLC 04 Nov 2024
13F-HR Open Document Open Filing 07 Oct 2024 30 Sep 2024 028-23534
SC 13G/A Open Document Open Filing WILLIAMS & NOVAK, LLC 03 Sep 2024
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-23534
13F-HR Open Document Open Filing 16 Apr 2024 31 Mar 2024 028-23534
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-23534
SC 13G Open Document Open Filing WILLIAMS & NOVAK, LLC 23 Jan 2024
SC 13G/A Open Document Open Filing WILLIAMS & NOVAK, LLC 18 Jan 2024
SC 13G Open Document Open Filing WILLIAMS & NOVAK, LLC 25 Oct 2023