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Williams & Novak Wealth Management, LLC → ACH
Williams & Novak Wealth Management, LLC ACH Position History
Accendra Health, Inc. • Wholesale Trade
Quarters held
5
Latest value
$63K
Q3 2026
Peak value
$143K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $119K |
| Q4 2025 | $143K |
| Q1 2026 | $143K |
| Q2 2026 | $131K |
| Q3 2026 | $63K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $63K | 112.4K | — | — |
| Q2 2026 | $131K | 38.2K | — | — |
| Q1 2026 | $143K | 57.7K | — | — |
| Q4 2025 | $143K | 51.2K | — | — |
| Q3 2025 | $119K | 24.8K | — | — |