Williams & Novak, LLC

Position in LAW — CS Disco, Inc.

CIK 1998419 WESTLAKE VILLAGE, CA

Position in LAW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$82,876

-$621 QoQ

Shares Held

21,925

+0.3% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#63

of 119 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Williams & Novak, LLC holds $2,127,259 across 6 Software - Application names. LAW ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	11,292	$1,769,004
2	SSTI	Soundthinking, Inc.	11,401	$103,179
3	EXFY	Expensify, Inc.	53,630	$95,997
4	LAW	CS Disco, Inc. This page	21,925	$82,876
5	EGHT	8X8 Inc /De/	22,580	$38,611
6	CMRC	Commerce.com, Inc.	12,700	$37,592

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,876	21,925	+0.3%	Shares	Sole	2026-07-08
2026-03-31	$83,497	21,858	+46.3%	Shares	Sole	2026-04-21
2025-12-31	$115,973	14,945	-12.6%	Shares	Sole	2026-02-05
2025-09-30	$110,498	17,105	-22.3%	Shares	Sole	2025-10-30
2025-06-30	$96,249	22,025	+25.0%	Shares	Sole	2025-07-24
2025-03-31	$72,065	17,620	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.