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Disclosery

WILLNER & HELLER, LLC: PH position timeline

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

WILLNER & HELLER, LLC held 325 PH 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 325 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $317,573.

    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 324 shares
    Change vs previous 13F +1 shares

    0.22% of the 13F portfolio, value $290,013.

    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 323 shares
    Change vs previous 13F -23 shares

    0.2% of the 13F portfolio, value $284,191.

    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 346 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $262,204.

    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).