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WILLNER & HELLER, LLC: FTSM position timeline

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

WILLNER & HELLER, LLC held 40,632 FTSM 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 40,632 shares
    Change vs previous 13F +4,951 shares

    1.52% of the 13F portfolio, value $2,426,957.

    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 35,681 shares
    Change vs previous 13F -9,598 shares

    1.59% of the 13F portfolio, value $2,133,029.

    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 45,279 shares
    Change vs previous 13F +28,966 shares

    1.95% of the 13F portfolio, value $2,713,580.

    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 16,313 shares
    Change vs previous 13F -7,189 shares

    0.75% of the 13F portfolio, value $977,307.

    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 23,502 shares
    Change vs previous 13F +4,277 shares

    1.19% of the 13F portfolio, value $1,407,070.

    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 19,225 shares
    Change vs previous 13F +4,021 shares

    1.06% of the 13F portfolio, value $1,150,437.

    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 15,204 shares
    Change vs previous 13F -2,476 shares

    0.8% of the 13F portfolio, value $908,756.

    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 17,680 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,058,521.

    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).