TSHA — TAYSHA GENE THERAPIES INC

Ownership history in Williams & Novak, LLC  ·  10 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported TAYSHA GENE THERAPIES INC (TSHA) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2025 Q4. The latest visible filing shows TSHA at 0.15% 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 TSHA 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 TAYSHA GENE THERAPIES 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
2026 Q1

TSHA was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q4

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 2026 Q1

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.

TSHA stock page Williams & Novak, LLC fund profile Williams & Novak, LLC full holdings
How Williams & Novak, LLC held TSHA — position size vs. price
% of Fund (quarterly)    TSHA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 45,000 — 0% 0.15% $194K 2026-04-21 $6.22
2025 Q4 UNCHANGED 45,000 — 0% 0.19% $248K 2026-02-05 $4.41
2025 Q3 UNCHANGED 45,000 — 0% 0.11% $147K 2025-10-30 $4.91
2025 Q2 UNCHANGED 45,000 — 0% 0.09% $104K 2025-07-24 $2.59
2025 Q1 UNCHANGED 45,000 — 0% 0.06% $57K 2025-05-15 $2.56
2024 Q4 UNCHANGED 45,000 — 0% 0.08% $78K 2025-01-23 $1.53
2024 Q3 UNCHANGED 45,000 — 0% 0.08% $90K 2024-10-07 $1.98
2024 Q2 UNCHANGED 45,000 — 0% 0.09% $101K 2024-07-12 $2.37
2024 Q1 UNCHANGED 45,000 — 0% 0.09% $80K 2024-04-16 $2.58
2023 Q4 INITIATED 45,000 — — 0.09% $80K 2024-01-26 $1.48

🏢 Other funds also holding TSHA

As of 2026 Q1 — sorted by position size

RED REEF ADVISORS LLC 0.37% Abacus Wealth Partners, LLC 0.02% NBC SECURITIES, INC. 0.02% Lee Financial Co 3Y 7Y 0.01% SG Americas Securities, LLC 3Y 7Y 0.01% Allegheny Financial Group 3Y 0.01% E Fund Management Co., Ltd. 3Y 0.01% ST GERMAIN D J CO INC 3Y 7Y 0.0% Marex Group plc 0.0% Capital Investment Advisors, LLC 3Y 7Y 0.0%

FAQ About Williams & Novak, LLC and TSHA

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 TSHA?

Williams & Novak, LLC reported TSHA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for TSHA was 0.19% in 2025 Q4.

What is the latest reported TSHA position on this page?

The most recent filing on this page is 2026 Q1, when Williams & Novak, LLC reported 45,000 shares, equal to 0.15% of portfolio, with an estimated market value of $194K.

What does the chart on this TSHA ownership page compare?

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