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Solo Brands shares owned by Williams & Novak

Quarter-by-quarter ownership of Solo Brands (DTC) shares owned by Williams & Novak from 13F filings

Historical chart of Williams & Novak investment in Solo Brands

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 202540k50k60k70k20k30k40k50k60k
Value ($)Share countHistorical DTC position of Williams & Novak Source: stockzoa.comValue ($)Share count

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All positions including Solo Brands held by Williams & Novak consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Solo Brands by Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $70k 62k 1.14
2024-09-30 $34k 24k 1.41
2024-06-30 $42k 19k 2.28

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding Solo Brands

Summit Partners
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Prudential Financial
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Bridgeway Capital Management
Geode Capital Management
Sei Investments
Jacobs Levy Equity Management
UBS Group
State Street Corporation
Empowered Funds
Dimensional Fund Advisors
AQR Capital Management

View all funds holding Solo Brands