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WILLNER & HELLER, LLC: EFA position timeline

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

WILLNER & HELLER, LLC held 3,131 EFA 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 3,131 shares
    Change vs previous 13F +48 shares

    0.2% of the 13F portfolio, value $325,269.

    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 3,083 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $299,441.

    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 3,083 shares
    Change vs previous 13F +55 shares

    0.21% of the 13F portfolio, value $296,049.

    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 3,028 shares
    Change vs previous 13F +130 shares

    0.22% of the 13F portfolio, value $282,732.

    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 2,898 shares
    Change vs previous 13F +50 shares

    0.22% of the 13F portfolio, value $259,059.

    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 2,848 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $232,779.

    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 2,848 shares
    Change vs previous 13F +39 shares

    0.19% of the 13F portfolio, value $215,348.

    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 2,809 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $234,878.

    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).