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WILLNER & HELLER, LLC: MLM position timeline

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

WILLNER & HELLER, LLC held 840 MLM 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 840 shares
    Change vs previous 13F -4 shares

    0.3% of the 13F portfolio, value $484,398.

    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 844 shares
    Change vs previous 13F +1 shares

    0.37% of the 13F portfolio, value $496,850.

    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 843 shares
    Change vs previous 13F +1 shares

    0.38% of the 13F portfolio, value $524,917.

    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 842 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $530,771.

    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 841 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $461,795.

    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 840 shares
    Change vs previous 13F +26 shares

    0.37% of the 13F portfolio, value $401,743.

    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 814 shares
    Change vs previous 13F -17 shares

    0.37% of the 13F portfolio, value $420,491.

    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 831 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $447,354.

    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).