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WILLNER & HELLER, LLC: NVDA position timeline

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

WILLNER & HELLER, LLC held 43,052 NVDA 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 43,052 shares
    Change vs previous 13F -1,444 shares

    5.39% of the 13F portfolio, value $8,614,277.

    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 44,496 shares
    Change vs previous 13F -664 shares

    5.78% of the 13F portfolio, value $7,760,120.

    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 45,160 shares
    Change vs previous 13F +5,230 shares

    6.05% of the 13F portfolio, value $8,422,362.

    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 39,930 shares
    Change vs previous 13F -1,187 shares

    5.72% of the 13F portfolio, value $7,450,051.

    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 41,117 shares
    Change vs previous 13F -1,069 shares

    5.47% of the 13F portfolio, value $6,496,074.

    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 42,186 shares
    Change vs previous 13F +301 shares

    4.23% of the 13F portfolio, value $4,572,096.

    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 41,885 shares
    Change vs previous 13F -4,561 shares

    4.93% of the 13F portfolio, value $5,624,763.

    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 46,446 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $5,640,445.

    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).