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WILLNER & HELLER, LLC: BBSI position timeline

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

WILLNER & HELLER, LLC held 37,666 BBSI 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 37,666 shares
    Change vs previous 13F -237 shares

    0.84% of the 13F portfolio, value $1,337,886.

    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 37,903 shares
    Change vs previous 13F +3,020 shares

    0.82% of the 13F portfolio, value $1,106,008.

    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 34,883 shares
    Change vs previous 13F +830 shares

    0.91% of the 13F portfolio, value $1,263,104.

    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 34,053 shares
    Change vs previous 13F -1,470 shares

    1.16% of the 13F portfolio, value $1,509,232.

    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 35,523 shares
    Change vs previous 13F -1,071 shares

    1.25% of the 13F portfolio, value $1,480,972.

    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 36,594 shares
    Change vs previous 13F +65 shares

    1.39% of the 13F portfolio, value $1,505,842.

    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 36,529 shares
    Change vs previous 13F -1,182 shares

    1.39% of the 13F portfolio, value $1,586,826.

    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 37,711 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,414,549.

    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).