Back to III
Williams & Novak Wealth Management, LLC → III
Williams & Novak Wealth Management, LLC III Position History
Information Services Group, Inc. • Services
Quarters held
5
Latest value
$279K
Q3 2026
Peak value
$279K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $145K |
| Q4 2025 | $141K |
| Q1 2026 | $111K |
| Q2 2026 | $164K |
| Q3 2026 | $279K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $279K | 50.5K | — | — |
| Q2 2026 | $164K | 40.0K | — | — |
| Q1 2026 | $111K | 28.9K | — | — |
| Q4 2025 | $141K | 24.4K | — | — |
| Q3 2025 | $145K | 25.2K | — | — |