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Williams & Novak Wealth Management, LLC → HBIO
Williams & Novak Wealth Management, LLC HBIO Position History
Harvard Bioscience, Inc. • Healthcare
Quarters held
5
Latest value
$131K
Q3 2026
Peak value
$233K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $121K |
| Q4 2025 | $233K |
| Q1 2026 | $138K |
| Q2 2026 | $129K |
| Q3 2026 | $131K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $131K | 16.6K | — | — |
| Q2 2026 | $129K | 20.9K | — | — |
| Q1 2026 | $138K | 27.1K | — | — |
| Q4 2025 | $233K | 348.8K | — | — |
| Q3 2025 | $121K | 275.5K | — | — |