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Williams & Novak Wealth Management, LLC → LAW

Williams & Novak Wealth Management, LLC LAW Position History

CS Disco, Inc.

Quarters held
5
Latest value
$80K
Q3 2026
Peak value
$116K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$110K
Q4 2025$116K
Q1 2026$83K
Q2 2026$83K
Q3 2026$80K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$80K19.6K——
Q2 2026$83K21.9K——
Q1 2026$83K21.9K——
Q4 2025$116K14.9K——
Q3 2025$110K17.1K——

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PDI

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$6.8M