Skip to content
Disclosery

WILLNER & HELLER, LLC: IYW position timeline

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

WILLNER & HELLER, LLC held 6,372 IYW 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 6,372 shares
    Change vs previous 13F -118 shares

    1.01% of the 13F portfolio, value $1,607,236.

    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 6,490 shares
    Change vs previous 13F -123 shares

    0.88% of the 13F portfolio, value $1,177,469.

    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 6,613 shares
    Change vs previous 13F +2 shares

    0.95% of the 13F portfolio, value $1,320,455.

    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 6,611 shares
    Change vs previous 13F +2 shares

    0.99% of the 13F portfolio, value $1,294,834.

    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 6,609 shares
    Change vs previous 13F +3 shares

    0.96% of the 13F portfolio, value $1,145,138.

    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 6,606 shares
    Change vs previous 13F +4 shares

    0.86% of the 13F portfolio, value $927,683.

    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 6,602 shares
    Change vs previous 13F +3 shares

    0.92% of the 13F portfolio, value $1,053,167.

    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 6,599 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,000,594.

    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).