Back to HSTM
Williams & Novak Wealth Management, LLC → HSTM
Williams & Novak Wealth Management, LLC HSTM Position History
HealthStream, Inc. • Healthcare
Quarters held
5
Latest value
$93K
Q3 2026
Peak value
$107K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $59K |
| Q4 2025 | $72K |
| Q1 2026 | $40K |
| Q2 2026 | $107K |
| Q3 2026 | $93K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $93K | 54.0K | — | — |
| Q2 2026 | $107K | 53.6K | — | — |
| Q1 2026 | $40K | 34.2K | — | — |
| Q4 2025 | $72K | 30.2K | — | — |
| Q3 2025 | $59K | 20.5K | — | — |
Other funds holding HSTM
$96.8M
$83.3M
$79.9M
$79.2M
$78.7M
$76.9M
$54.3M