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WILLNER & HELLER, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILLNER & HELLER, LLC on AMZN, newest first. How the timeline and the estimate are built.

WILLNER & HELLER, LLC held 13,611 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,611 shares
    Change vs previous 13F -266 shares

    2.03% of the 13F portfolio, value $3,244,046.

    13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,877 shares
    Change vs previous 13F +334 shares

    2.15% of the 13F portfolio, value $2,890,163.

    13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,543 shares
    Change vs previous 13F -64 shares

    2.25% of the 13F portfolio, value $3,125,995.

    13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,607 shares
    Change vs previous 13F +163 shares

    2.29% of the 13F portfolio, value $2,987,689.

    13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,444 shares
    Change vs previous 13F -274 shares

    2.48% of the 13F portfolio, value $2,949,479.

    13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,718 shares
    Change vs previous 13F +315 shares

    2.41% of the 13F portfolio, value $2,609,987.

    13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,403 shares
    Change vs previous 13F +282 shares

    2.58% of the 13F portfolio, value $2,940,484.

    13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,121 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $2,444,836.

    13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).