Skip to content
Disclosery

WILLNER & HELLER, LLC: BRK-B position timeline

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

WILLNER & HELLER, LLC held 4,328 BRK-B 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 4,328 shares
    Change vs previous 13F -421 shares

    1.36% of the 13F portfolio, value $2,165,688.

    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 4,749 shares
    Change vs previous 13F -154 shares

    1.7% of the 13F portfolio, value $2,275,721.

    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 4,903 shares
    Change vs previous 13F -386 shares

    1.77% of the 13F portfolio, value $2,464,493.

    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 5,289 shares
    Change vs previous 13F +790 shares

    2.04% of the 13F portfolio, value $2,658,992.

    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 4,499 shares
    Change vs previous 13F -36 shares

    1.84% of the 13F portfolio, value $2,185,479.

    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 4,535 shares
    Change vs previous 13F -245 shares

    2.23% of the 13F portfolio, value $2,415,250.

    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 4,780 shares
    Change vs previous 13F +445 shares

    1.9% of the 13F portfolio, value $2,166,678.

    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 4,335 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $1,995,227.

    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).