RING β€” ISHARES INC

Ownership history in Williams & Novak, LLC  Β·  9 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported ISHARES INC (RING) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.45% in 2024 Q1. The latest visible filing shows RING at 1.26% 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 RING 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 ISHARES 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

RING was reported at 1.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 RING β€” position size vs. price
% of Fund (quarterly)    RING price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,640 -4,762 -17.4% 1.26% $1.7M 2026-02-14 (Est.) $89.33
2025 Q3 UNCHANGED 27,402 β€” 0% 1.36% $1.8M 2025-10-30 $61.87
2025 Q2 REDUCED 27,402 -11,487 -29.5% 1.02% $1.2M 2025-07-24 $44.90
2025 Q1 REDUCED 38,889 -12,761 -24.7% 1.46% $1.5M 2025-05-15 $38.50
2024 Q4 REDUCED 51,650 -6,591 -11.3% 1.40% $1.5M 2025-01-23 $30.93
2024 Q3 REDUCED 58,241 -18,243 -23.9% 1.79% $1.9M 2024-10-07 $31.86
2024 Q2 REDUCED 76,484 -11,358 -12.9% 1.97% $2.1M 2024-07-12 $30.40
2024 Q1 UNCHANGED 87,842 β€” 0% 2.45% $2.2M 2024-04-16 $25.67
2023 Q4 INITIATED 87,842 β€” β€” 2.45% $2.2M 2024-01-26 $21.58

FAQ About Williams & Novak, LLC and RING

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 RING?

Williams & Novak, LLC reported RING across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for RING was 2.45% in 2024 Q1.

What is the latest reported RING position on this page?

The most recent filing on this page is 2025 Q4, when Williams & Novak, LLC reported 22,640 shares, equal to 1.26% of portfolio, with an estimated market value of $1.7M.

What does the chart on this RING ownership page compare?

The chart compares Williams & Novak, LLC's quarterly RING 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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