Williams & Novak, LLC

Q2 2026 13F Holdings

Location
Westlake Village, CA
Holdings as of
6/30/2026
Value
$151M
Value excl. options
$150M
Num holdings
146
Date filed
7/8/2026
Form type
13F-HR
Prev filing
4/20/2026
Next filing
10/9/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type