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WILLNER & HELLER, LLC: ARM position timeline

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

WILLNER & HELLER, LLC held 9,021 ARM 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 9,021 shares
    Change vs previous 13F -3,392 shares

    2% of the 13F portfolio, value $3,198,576.

    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 12,413 shares
    Change vs previous 13F +1,155 shares

    1.4% of the 13F portfolio, value $1,877,839.

    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 11,258 shares
    Change vs previous 13F +973 shares

    0.88% of the 13F portfolio, value $1,230,612.

    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 10,285 shares
    Change vs previous 13F +195 shares

    1.12% of the 13F portfolio, value $1,455,225.

    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 10,090 shares
    Change vs previous 13F +1,780 shares

    1.37% of the 13F portfolio, value $1,631,957.

    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 8,310 shares
    Change vs previous 13F +1,720 shares

    0.82% of the 13F portfolio, value $887,425.

    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 6,590 shares
    Change vs previous 13F -209 shares

    0.71% of the 13F portfolio, value $812,942.

    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 6,799 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $972,325.

    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).