WILLNER & HELLER, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WILLNER & HELLER, LLC on IJH, newest first. How the timeline and the estimate are built.
WILLNER & HELLER, LLC held 15,912 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 15,912 sharesChange vs previous 13F +38 shares
0.77% of the 13F portfolio, value $1,227,009.
13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,874 sharesChange vs previous 13F +38 shares
0.8% of the 13F portfolio, value $1,071,949.
13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,836 sharesChange vs previous 13F -229 shares
0.75% of the 13F portfolio, value $1,045,204.
13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,065 sharesChange vs previous 13F +21 shares
0.81% of the 13F portfolio, value $1,048,427.
13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,044 sharesChange vs previous 13F -1,525 shares
0.84% of the 13F portfolio, value $995,079.
13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,569 sharesChange vs previous 13F -137 shares
0.95% of the 13F portfolio, value $1,025,179.
13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,706 sharesChange vs previous 13F +124 shares
0.97% of the 13F portfolio, value $1,103,271.
13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,582 sharesChange vs previous 13F not available
0.98% of the 13F portfolio, value $1,095,699.
13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).