Williams & Novak, LLC
Position in SBC — SBC Medical Group Holdings Inc
CIK 1998419
WESTLAKE VILLAGE, CA
Position in SBC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$57,552
-$1,958 QoQ
Shares Held
18,686
+31.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#21
of 56 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBC Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Williams & Novak, LLC holds $220,582 across 2 Consulting Services names. SBC ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RGP |
Resources Connection, Inc.
|
38,360 | $163,030 | |
| 2 | SBC |
SBC Medical Group Holdings Inc
This page
|
18,686 | $57,552 |
All Filings in SBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,552 | 18,686 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $59,510 | 14,237 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $65,425 | 15,180 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||