WILLNER & HELLER, LLC: DFAT position timeline

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

WILLNER & HELLER, LLC held 18,910 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

period ended2026-06-30
13F 18,910 shares
Change vs previous 13F +41 shares
0.83% of the 13F portfolio, value $1,321,774.
13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, LLC
Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 18,869 shares
Change vs previous 13F not available
0.88% of the 13F portfolio, value $1,178,374.
13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, LLC
Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).