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Disclosery

WILLNER & HELLER, LLC: IWP position timeline

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

WILLNER & HELLER, LLC held 11,477 IWP 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 11,477 shares
    Change vs previous 13F -333 shares

    1.05% of the 13F portfolio, value $1,680,412.

    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 11,810 shares
    Change vs previous 13F +208 shares

    1.13% of the 13F portfolio, value $1,513,034.

    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 11,602 shares
    Change vs previous 13F +82 shares

    1.14% of the 13F portfolio, value $1,588,720.

    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 11,520 shares
    Change vs previous 13F +425 shares

    1.26% of the 13F portfolio, value $1,640,614.

    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 11,095 shares
    Change vs previous 13F -777 shares

    1.3% of the 13F portfolio, value $1,538,691.

    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 11,872 shares
    Change vs previous 13F +505 shares

    1.29% of the 13F portfolio, value $1,394,862.

    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 11,367 shares
    Change vs previous 13F +232 shares

    1.26% of the 13F portfolio, value $1,440,719.

    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 11,135 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,306,076.

    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).