Williams & Novak’s CS Disco LAW Stock Holding History

Williams & Novak’s Portfolio LAW Stock Details LAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$80.3K	Sell	19,591 -2,334	-11%	-$9.67K	0.05%	135
2026 Q2	$82.9K	Buy	21,925 +67	+0.3%	+$260	0.05%	129
2026 Q1	$83.1K	Buy	21,858 +6,913	+46%	+$34.2K	0.06%	117
2025 Q4	$116K	Sell	14,945 -2,160	-13%	-$15.2K	0.09%	114
2025 Q3	$110K	Sell	17,105 -4,920	-22%	-$24.5K	0.09%	123
2025 Q2	$96.2K	Buy	22,025 +4,405	+25%	+$17.3K	0.08%	113
2025 Q1	$73.5K	Buy	+17,620	New	+$85.6K	0.07%	108

Other funds holding LAW

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Williams & Novak's LAW Position: Q3 2026 in Review

Williams & Novak reduced its CS Disco (LAW) stake by 11% in Q3 2026, selling an estimated $9.67K and leaving 19,591 shares worth $80.3K. The position accounts for 0.05% of the portfolio, ranked #135.

Williams & Novak first reported a position in LAW in Q1 2025 and has held it in 7 quarters since. The position peaked at $116K in Q4 2025. 5 funds tracked by Wall St. Rank hold LAW as of Q3 2026.

Williams & Novak held 19,591 shares of CS Disco worth $80.3K as of Q3 2026.
Williams & Novak sold 2,334 CS Disco shares in Q3 2026, an estimated $9.67K.
CS Disco made up 0.05% of Williams & Novak's portfolio in Q3 2026, its #135 holding.
Williams & Novak first reported a position in CS Disco in Q1 2025 and has held it in 7 quarters since.
Williams & Novak's CS Disco position peaked at $116K in Q4 2025.
5 funds tracked by Wall St. Rank held CS Disco as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.