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Disclosery

WILLNER & HELLER, LLC: IJT position timeline

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

WILLNER & HELLER, LLC held 8,982 IJT 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 8,982 shares
    Change vs previous 13F +14 shares

    1% of the 13F portfolio, value $1,604,158.

    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 8,968 shares
    Change vs previous 13F +14 shares

    0.97% of the 13F portfolio, value $1,297,805.

    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 8,954 shares
    Change vs previous 13F -43 shares

    0.91% of the 13F portfolio, value $1,264,009.

    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 8,997 shares
    Change vs previous 13F +19 shares

    0.98% of the 13F portfolio, value $1,273,125.

    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 8,978 shares
    Change vs previous 13F -169 shares

    1.01% of the 13F portfolio, value $1,194,390.

    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 9,147 shares
    Change vs previous 13F -259 shares

    1.05% of the 13F portfolio, value $1,138,799.

    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 9,406 shares
    Change vs previous 13F +47 shares

    1.12% of the 13F portfolio, value $1,273,255.

    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 9,359 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,305,510.

    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).