WILLNER & HELLER, LLC: APP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILLNER & HELLER, LLC on APP, newest first. How the timeline and the estimate are built.
WILLNER & HELLER, LLC held 1,878 APP shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,878 sharesChange vs previous 13F -6 shares
0.61% of the 13F portfolio, value $967,602.
13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,884 sharesChange vs previous 13F +380 shares
0.56% of the 13F portfolio, value $749,832.
13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,504 sharesChange vs previous 13F +320 shares
0.73% of the 13F portfolio, value $1,013,425.
13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,184 sharesChange vs previous 13F +578 shares
0.65% of the 13F portfolio, value $850,751.
13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 606 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $212,148.
13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).