III β€” INFORMATION SVCS GROUP INC

Ownership history in Williams & Novak, LLC  Β·  7 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported INFORMATION SVCS GROUP INC (III) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.15% in 2025 Q1. The latest visible filing shows III at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this III ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams & Novak, LLC's position in INFORMATION SVCS GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

III was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Williams & Novak, LLC held III β€” position size vs. price
% of Fund (quarterly)    III price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,350 -850 -3.4% 0.11% $141K 2026-02-14 (Est.) $4.68
2025 Q3 REDUCED 25,200 -1,400 -5.3% 0.11% $145K 2025-10-30 $5.36
2025 Q2 REDUCED 26,600 -11,625 -30.4% 0.11% $128K 2025-07-24 $4.42
2025 Q1 REDUCED 38,225 -5,550 -12.7% 0.15% $150K 2025-05-15 $4.62
2024 Q4 ADDED 43,775 +4,080 +10.3% 0.14% $146K 2025-01-23 $3.07
2024 Q3 REDUCED 39,695 -3,885 -8.9% 0.12% $131K 2024-10-07 $2.98
2024 Q2 INITIATED 43,580 β€” β€” 0.12% $128K 2024-07-12 $2.92

🏒 Other funds also holding III

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0%

FAQ About Williams & Novak, LLC and III

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williams & Novak, LLC reported owning III?

Williams & Novak, LLC reported III across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported III position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for III was 0.15% in 2025 Q1.

What is the latest reported III position on this page?

The most recent filing on this page is 2025 Q4, when Williams & Novak, LLC reported 24,350 shares, equal to 0.11% of portfolio, with an estimated market value of $141K.

What does the chart on this III ownership page compare?

The chart compares Williams & Novak, LLC's quarterly III portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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