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WILLNER & HELLER, LLC: IWF position timeline

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

WILLNER & HELLER, LLC held 39,027 IWF 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 39,027 shares
    Change vs previous 13F +29,268 shares

    3.03% of the 13F portfolio, value $4,845,979.

    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 9,759 shares
    Change vs previous 13F +117 shares

    3.1% of the 13F portfolio, value $4,161,448.

    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 9,642 shares
    Change vs previous 13F +62 shares

    3.28% of the 13F portfolio, value $4,563,724.

    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 9,580 shares
    Change vs previous 13F -60 shares

    3.45% of the 13F portfolio, value $4,487,349.

    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 9,640 shares
    Change vs previous 13F -954 shares

    3.45% of the 13F portfolio, value $4,092,833.

    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 10,594 shares
    Change vs previous 13F -522 shares

    3.54% of the 13F portfolio, value $3,825,562.

    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 11,116 shares
    Change vs previous 13F -149 shares

    3.91% of the 13F portfolio, value $4,463,863.

    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 11,265 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $4,228,543.

    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).