Williams & Novak, LLC

Q1 2026 13F Holdings

Location
Westlake Village, CA
Holdings as of
3/31/2026
Value
$134M
Value excl. options
$133M
Num holdings
143
Date filed
4/20/2026
Form type
13F-HR
Prev filing
2/4/2026
Next filing
7/8/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type