Skip to content
Disclosery

WILLNER & HELLER, LLC: FYC position timeline

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

WILLNER & HELLER, LLC held 9,093 FYC 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 9,093 shares
    Change vs previous 13F -124 shares

    0.73% of the 13F portfolio, value $1,157,940.

    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 9,217 shares
    Change vs previous 13F +1,106 shares

    0.67% of the 13F portfolio, value $893,819.

    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 8,111 shares
    Change vs previous 13F +666 shares

    0.56% of the 13F portfolio, value $779,573.

    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 7,445 shares
    Change vs previous 13F +93 shares

    0.52% of the 13F portfolio, value $675,319.

    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 7,352 shares
    Change vs previous 13F +342 shares

    0.49% of the 13F portfolio, value $585,086.

    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 7,010 shares
    Change vs previous 13F -487 shares

    0.45% of the 13F portfolio, value $482,300.

    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 7,497 shares
    Change vs previous 13F +133 shares

    0.51% of the 13F portfolio, value $580,477.

    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 7,364 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $547,637.

    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).